Palisades Investment Partners, LLC

RIASEC Registered

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$2.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: El Segundo, California
CRD number: 128173
Registered since: April 11, 2024
Website: www.palpartners.com
Custodians: J.P.MORGAN CHASE & CO, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: State / Municipal Government76.38%
Charitable Organizations17.71%
HNWI2.58%
Corporations / Businesses1.85%
Individuals1.48%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Palisades Investment Partners, LLC is an SEC-registered institutional RIA (registered in 2024) organized as a limited liability company and owned by an individual. The firm manages assets for both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory activities are focused on portfolio management for individuals/small businesses and for businesses or institutions. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a capital allocator, pension consultant, or related adviser in the provided profile.