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PALISADE CAPITAL MANAGEMENT, LP
CRD 104581 · SEC 801-48401
1 BRIDGE PLAZA NORTH, SUITE 1095, FORT LEE, NJ, 07024-7102, United States
Phone
(201) 585-7733
Fax
(201) 585-7552
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.86B
Discretionary AUM
$3.86B
Team
42 total employees; 15 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees; REFERRAL FEES
Org form
Limited Partnership
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminarsPORTFOLIO MANAGEMENT FOR WRAP ACCOUNT, SMA, AND UMA PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1069 | $309.3M |
| High net worth individuals | 508 | $1.54B |
| Investment companies | 2 | $172.8M |
| Pooled investment vehicles | 4 | $67.2M |
| Pension/profit sharing plans | 13 | $536.5M |
| Charitable organizations | 46 | $135.9M |
| Corporations/business entities | 112 | $268.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD