Palisade Infrastructure

RIASEC Registered

Total AUM

$381M

Discretionary

$381M

100% of AUM

Avg account

$191M

Accounts

Employees

Advisory reps

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 Vehicles87.94%
Pension & Profit Sharing Plans12.06%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Palisade Infrastructure LLC is an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm is registered with the SEC and registered in 2023. Ownership is reported as a mix of a domestic entity and an individual. Palisade positions itself to provide portfolio management for pooled vehicles and it also serves as an adviser/sponsor and general partner or managing member of such vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor.