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| Palisade Capital Management LP
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|---|---|
| CRD # | 104581 |
| SEC # | 801-48401 |
| CIK # | 0001009006 |
| AUM | $3.9 B (2026-05-13) |
| Employees | 42 (36% Investors, 0% Brokers) |
| Phone | 201-585-7733 |
| Address | 1 Bridge Plaza North Fort Lee, NJ 07024-7102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Littelfuse Inc /DE | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Idacorp Inc | 0.1 | ||
| Applied Industrial Technologies Inc | 0.0 | ||
| Mueller Industries Inc | 0.0 | ||
| Raymond James Financial Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| WSFS Financial Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Palisade Medical Equity I LP | [2017-03-31] | 5.3 | 0.7 |
| HF | Axe-Houghton Associate Investment Fund LLC Class A | [2013-04-01] | 5.8 | 1.7 |
| HF | Axe-Houghton Associate Investment Fund LLC Class B | [2013-04-01] | 5.8 | 1.7 |
| HF | Axe-Houghton Associate Investment Fund LLC Class C | [2013-04-01] | 5.8 | 3.9 |
| HF | Palisade Long Short Alpha Master Fund Cayman Limited | [2013-04-01] | 30.6 | 28.9 |
| HF | Palisade Concentrated Equity Partnership II LP | 2012-03-29 | 0.8 | |
| HF | Palisade Concentrated Equity Partnership LP | 2012-03-29 | 3.2 | |
| HF | Palisade Private Partnership II LP | 2012-03-29 | 17.6 | |
| HF | Palisade Private Partnership LP | 2012-03-29 | 1.5 | |
| HF | Palisade Strategic Master Fund Cayman Limited | [2012-03-29] | 166.8 | 92.1 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,069 | 0.3 |
| (b) Individuals (high net worth individuals) | 508 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.1 |
| (g) Pension and profit sharing plans | 13 | 0.5 |
| (h) Charitable organizations | 46 | 0.1 |
| (i) State or municipal government entities | 0 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 112 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,253 | 3.9 |
| By Discretionary | ||
| Discretionary | 2,251 | 3.9 |
| Non-Discretionary | 2 | 0.0 |
| Total | 2,253 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 2,253 | 3.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Dennison Veru | 10 | 2 | ||
| Steven Berman | 8 | 2 | ||
| Jeffrey Serkes | 7 | 2 | ||
| Bradley Goldman | 5 | 2 | ||
| Palisade Capital Management LLC | 4 | 2 | ||
| Alison Berman | 4 | 2 | ||
| Palisade Capital Management LP | 3 | 2 | ||
| Martin Berman | 2 | 1 | ||
| Brian Fern | 2 | 1 | ||
| Jack Feiler | 2 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009006] | |
| SC 13G | [0001009006] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Palisade Capital Management Llc/Nj | Oil States International Inc | [2021-08-16] |
| Palisade Capital Management Llc/Nj | Intricon Corp | [2019-07-26] |
| Palisade Capital Management Llc/Nj | Bio Reference Laboratories Inc | [2012-02-09] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stelac Advisory Services LLC
✚
|
NY | 6.3 |
|
B Riley Wealth Advisors Inc
✚
|
TN | 4.2 |
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OH | 3.6 |
|
Institute for Wealth Management LLC
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CO | 1.4 |
|
Almanack Investment Partners LLC
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PA | 0.9 |
|
Rays Capital Partners Limited
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|
0.5 | |
|
The Estate Planners Group LLC
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|
PA | 0.4 |
|
Everstar Asset Management LLC
✚
|
NC | 0.3 |
|
Preston Wealth Advisors LLC
✚
|
VA | 0.3 |
|
Colarion LLC
✚
|
AL | 0.2 |