Palm Tree Securities LLC

Overview

Palm Tree Securities LLC is organized as a limited liability company and is registered with the SEC (registration year 2020). The firm is classified as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. Available source details are sparse: Palm Tree Securities does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. There is no published information about its fee model, client types, advisory activities, or business lines beyond the investment-bank classification.

Assets & Accounts

Location & Offices