PALM MANAGEMENT (US) LLC
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 317192
- Registered since
- January 5, 2022
Firm profile
FINTRXOverview
Palm Management (US) LLC is a limited liability company that registered with the SEC in 2022. The firm is organized under individual ownership and is classified as unclassified in the source data. Its regulatory/profile flags indicate it operates as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional separate-account advisor or capital allocator. Palm Management is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a related adviser or pension consultant.
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
Contacts
2 of 2BRADLEY PALMER
Executive ChairmanCRD 6294283
JASON WOODY
Senior Managing DirectorCRD 6294287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, 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
- FAIRFIELD
- Address
- 19 W Elm St
- Time zone
- ET (UTC-5)
- Office locations
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