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PALISADES INVESTMENT PARTNERS, LLC
CRD 128173 · SEC 801-129882
2321 ROSECRANS AVENUE, SUITE 1260, EL SEGUNDO, CA, 90245, United States
Phone
310-656-6300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.0M
Discretionary AUM
$271.0M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.0M |
| High net worth individuals | 35 | $7.0M |
| Charitable organizations | 20 | $48.0M |
| State/municipal entities | 4 | $207.0M |
| Corporations/business entities | 14 | $5.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD