Palisade Infrastructure
Firm details
- Headquarters
- New York, New York
- CRD number
- 322412
- Registered since
- July 10, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Palisade Infrastructure is organized as a limited liability company that registered with the SEC in 2023 and serves institutional clients. The firm provides portfolio management specifically for pooled investment vehicles and charges a mix of percentage-of-AUM and performance-based fees. It does not describe itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm’s ownership is listed as a combination of a domestic entity and individuals, and it participates in manager-sponsor activities typical of investment sponsors and general partners of pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Roger Lloyd
Chief Executive OfficerCRD 6387606
Contacts
3 of 4Victoria Rigg
Managing DirectorCRD 6549591

Michael Reynolds
Managing DirectorCRD 7588282

Mark Weisdorf
Senior AdvisorCRD 4915709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1290 6th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GF Capital Asset Advisors, LLC
RIANew York, NY
Acadia Infrastructure Capital LP
RIANew York, NY
Power Innovation Partners, L.P.
RIANew York, NY
Alcova Capital Management LP
RIANew York, NY
Idirect Private Credit Advisors LLC
RIANew York, NY
Eden Global Advisors LLC
RIANew York, NY