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PALISADE ASSET MANAGEMENT, LLC
CRD 136089 · SEC 801-64471
100 SOUTH FIFTH STREET, SUITE 420, MINNEAPOLIS, MN, 55402, United States
Phone
612-455-2900
Fax
612-455-2909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.22B
Team
10 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 104 | $1.19B |
| Charitable organizations | 7 | $49.7M |
| Corporations/business entities | 7 | $22.3M |
States served
CA, CO, DE, IL, MN, VA, WI, WY, TX, NH, FL, SD
All web addresses on file
Official SEC filing: View on IAPD