Sign in
Create a free account
PALISADE CAPITAL MANAGEMENT, LP
FORT LEE, NJ
(201) 585-7733
SEC #801-48401Total AUM
$3.9B
Employees
42Clients
1,757Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 BRIDGE PLAZA NORTH
SUITE 1095
FORT LEE
NJ 07024-7102
United States
SUITE 1095
FORT LEE
NJ 07024-7102
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
(201) 585-7733
Financials
Total AUM
$3.9B
Accounts
2,253Discretionary
$3.9B
Accounts
2,251Non-Discretionary
$2.8M
Accounts
2
Clients
Individual Clients
1,069AUM
$309.3M
HNW Individual Clients
508AUM
$1.5B
Investment Company Clients
2AUM
$172.8M
Pooled Vehicle Clients
4AUM
$67.2M
Pension/Profit Sharing Plan Clients
13AUM
$536.5M
Charitable Organization Clients
46AUM
$135.9M
Government Entity Clients
1AUM
$814.6M
Investment Advisor Clients
1AUM
$2.8M
Insurance Company Clients
1AUM
$18.3M
Corporation or Business Clients
112AUM
$268.9M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR WRAP ACCOUNT, SMA, AND UMA PROGRAMS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REFERRAL FEES
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.