Palisade Capital Management, LP

RIASEC Registered

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$1.7M

Accounts

2,253

Employees

Advisory reps

Firm details

Headquarters: Fort Lee, New Jersey
CRD number: 104581
Registered since: February 7, 1995
Website: www.palisadecapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI39.77%
State / Municipal Government21.09%
Pension & Profit Sharing Plans13.89%
Individuals8.01%
Corporations / Businesses6.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palisade Capital Management, LP is an institutional registered investment adviser organized as a limited partnership. The firm is SEC registered (1995) and positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory mandate spans financial planning and portfolio management across individuals/small businesses, pooled vehicles, investment companies and institutional accounts; the firm also conducts selection of other advisers and educational seminars. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. Palisade does not present itself as an active ESG investor, and it has been recognized on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities78%
Non-Investment Grade Corp Bonds10%
US Government Bonds4%
Cash & Cash Equivalents3%
Investment Grade Corp Bonds2%

Owners & executives

3 of 5

Bradley Goldman
Partner, General Counsel and Chief Compliance OfficerCRD 5263145
Alison Berman
President, Chief Executive OfficerCRD 3222624
Dennison Veru
Chief Investment OfficerCRD 1173168