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Adviser Profile

Registration status Registration Changed to PALISADES INVESTMENT PARTNERS, LLC
As of Date 06/02/2021
Adviser Type - No longer eligible
Number of Employees 1
of those in investment advisory functions 1
AUM* 68,110,178 51.80%
of that, discretionary 68,110,178 51.80%
Private Fund GAV* 0
Avg Account Size 13,622,036 51.80%
% High Net Worth 100.00% 25.00%
SMA’s Yes
Private Funds 0
Contact Info 310 xxxxxxx

Client Types

- High net worth individuals
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

68M 58M 49M 39M 29M 19M 10M
2016 2018 2020 2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees