Palisades Investment Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$2.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: El Segundo, California
CRD number: 128173
Registered since: April 11, 2024
Website: www.palpartners.com
Custodians: J.P.MORGAN CHASE & CO, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government76.38%
Charitable Organizations17.71%
HNWI2.58%
Corporations / Businesses1.85%
Individuals1.48%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Palisades Investment Partners, LLC is an SEC-registered limited liability company that describes itself as an institutional RIA serving both individual and family clients as well as institutional and business accounts. The firm registered with the SEC in 2024 and is owned by an individual. Its advisory activity centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it charges fees based on a percentage of assets under management. The firm does not position itself as an ESG-focused manager, is not a multi-state adviser per its filing, and is not categorized as a capital allocator.