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Palisade Capital Management LLC
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Palisade Capital Management LLC Share
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Overview Share
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Fort Lee, New Jersey
$4.0 billion AUM
1 office

Palisade Capital Management LLC is based in Fort Lee, New Jersey and has $4.0 billion in assets under management.

1 Bridge Plaza North
Suite 695
Fort Lee, NJ 07024
$4.0 billion
AUM Share
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Assets under management
1,083 clients
Number of clients
Average investment size is $3,688,840
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 635 $213,399,801 5% $336,063
High net worth individuals 211 $976,297,120 24% $4,627,001
Investment companies 4 $449,116,185 11% $112,279,046
Pooled investment vehicles 9 $415,515,794 10% $46,168,422
Pension and profit sharing plans 17 $1,347,703,838 34% $79,276,696
Charitable organizations 21 $53,356,609 1% $2,540,791
State or municipal government entities Fewer than 5 clients $423,934,137
Insurance companies Fewer than 5 clients $42,884,293
Other corporations or businesses 49 $72,805,848 2% $1,485,834
Employees Share
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Investment analysts
39% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Palisade Capital Management LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
Services offered

Palisade Capital Management LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Portfolio management for wrap account programs
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 104,581
SEC number 801-48401
Legal structure Limited Liability Company
Legal governance New Jersey, United States
Latest ADV filing date March 27, 2020

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