PALISADE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 1995

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$1.7M

Accounts

2,253

Employees

Advisory reps

Firm details

Headquarters: FORT LEE, New Jersey
CRD number: 104581
Registered since: February 7, 1995
Website: www.palisadecapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI39.77%
State / Municipal Government21.09%
Pension & Profit Sharing Plans13.89%
Individuals8.01%
Corporations / Businesses6.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palisade Capital Management, LP is an independent, SEC‑registered investment adviser organized as a limited partnership and in business since 1995. The firm acts as a capital allocator for both high‑net‑worth individuals and families as well as institutional clients. Its advisory services include financial planning, separate‑account portfolio management for individuals and businesses, management of pooled investment vehicles and investment companies, selection of third‑party advisers, and educational seminars. Fee arrangements are mixed and include percentage‑of‑AUM billing, fixed fees and performance‑based fees. Palisade has been recognized on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.