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PALISADES INVESTMENT PARTNERS, LLC

CRD 128173 · SEC 801-129882

Visit website

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

TypeClientsAUM
Individuals19$4.0M
High net worth individuals35$7.0M
Charitable organizations20$48.0M
State/municipal entities4$207.0M
Corporations/business entities14$5.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD