Palm Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 333395
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Palm Capital Group LLC is a small, privately held investment advisory firm organized as an LLC that focuses on portfolio management for individuals, small businesses and institutional/business clients. The firm runs a fee model that combines a percentage of assets under management with performance-based fees for at least some client relationships. Investment activity centers on publicly traded equities and exchange-traded products, with the manager running client assets on a discretionary basis. Palm Capital does not position itself as an ESG-focused manager and does not operate as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities70%
- Investment Grade Corp Bonds10%
- Derivatives10%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Justin Swiderski
Registered RepresentativeCRD 5289245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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