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 organized as a limited liability company that registered with the SEC in 2023 and serves institutional clients. The firm provides portfolio management specifically for pooled investment vehicles and charges a mix of percentage-of-AUM and performance-based fees. It does not describe itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm’s ownership is listed as a combination of a domestic entity and individuals, and it participates in manager-sponsor activities typical of investment sponsors and general partners of pooled vehicles.

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

    Roger Lloyd

    Chief Executive OfficerCRD 6387606

Contacts

3 of 4
  • Victoria Rigg

    Managing DirectorCRD 6549591

  • Michael Reynolds

    Michael Reynolds

    Managing DirectorCRD 7588282

  • Mark Weisdorf

    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
1290 6th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth