PALISADE INFRASTRUCTURE

RIASEC RegisteredEst. 2023
Total AUM
$288M
Discretionary
$288M
100% of AUM
Avg account
$288M
Accounts
1
Employees
4
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
322412
Registered since
July 10, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palisade Infrastructure is a limited liability company that registered with the SEC in 2023 and serves institutional clients. The firm provides portfolio management for pooled investment vehicles and is structured to act as an adviser, sponsor, general partner and managing member of such vehicles. Its fee arrangement combines a percentage-of-assets-under-management component with performance-based fees. Palisade Infrastructure does not market itself as an ESG investor, is not designated as a multi-state adviser, and is not classified as a capital allocator or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ROGER LLOYD

    Chief Executive OfficerCRD 6387606

Contacts

3 of 4
  • VICTORIA RIGG

    Managing DirectorCRD 6549591

  • Michael Reynolds

    Managing DirectorCRD 7588282

  • MARK WEISDORF

    Senior AdvisorCRD 4915709

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1185 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth