Palisades Investment Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$2.9M

Accounts

92

Employees

3

Advisory reps

1

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 advisory firm organized as an LLC. It bills clients on a percentage-of-AUM basis and provides discretionary portfolio management for individuals, small businesses, and institutional clients. The firm reports an individual-owner structure and is not described as an ESG-focused advisor, pension consultant, or multi-state capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds100%

Contacts

1 of 1

Quinn Stills
President & FounderCRD 1440225

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$8.8M in ETFs

Passive

100%

$8.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)	BlackRock	Passive	Small Blend	$8.4M	34,065	96.18%

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Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 2321 Rosecrans Ave
Time zone: PT (UTC-8)
Office locations

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