D/B/A Palazzo

Overview

D/B/A Palazzo is organized as a limited liability company and is registered with the SEC as of 2011. The entity is listed as owned by a domestic owner (entity and individual) and is classified as an investment bank rather than a traditional asset manager or multi-state registered adviser. The firm is not identified as a capital allocator and is not marked as an active ESG investor. Several common advisory attributes are blank or unreported, including descriptions of client base, fee schedule, business activities, and specific advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices