THE PALISADES GROUP, LLC

RIASEC RegisteredEst. 2012

Total AUM

$27.8B

Discretionary

$1.2B

4% of AUM

Avg account

$1.9B

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 165609
Registered since: December 18, 2012
Website: www.palisades.us.com
Custodians: COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers94.18%
Other4.04%
Pooled Investment Vehicles1.78%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Palisades Group, LLC is an SEC-registered adviser (since 2012) structured as an LLC that operates primarily as a real estate fund manager serving institutional clients. Its advisory work centers on managing pooled investment vehicles and providing portfolio management for businesses or institutional entities. The firm acts in sponsor/GP and managing member capacities for its pooled vehicles and charges a mix of percentage-of-AUM fees and performance-based fees (with other fee arrangements also disclosed). The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.