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| Happy Holidays!! thanks for using AUM13F!! |
| Palisades Investment Partners LLC
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| CRD # | 128173 |
| SEC # | 801-129882 |
| CIK # | 0001726855, 0001427373, 0000833291 |
| AUM | $242.3 M (2025-03-10) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 310-656-6300 |
| Address | 2321 Rosecrans Avenue El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001726855 0001427373 0000833291 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sterling Construction Co Inc | 22.8 | ||
| Innodata Isogen Inc | 18.9 | ||
| SPX Corp | 18.6 | ||
| Makemytrip Ltd | 11.4 | ||
| Itron Inc /WA/ | 9.7 | ||
| Intapp Inc | 8.5 | ||
| UFP Technologies Inc | 8.4 | ||
| Badger Meter Inc | 8.2 | ||
| CM Life Sciences Inc | 7.7 | ||
| R&R Acquisition VI Inc | 7.3 | ||
| Cormedix Inc | 6.9 | ||
| SPS Commerce Inc | 6.7 | ||
| Paymentus Holdings Inc | 6.4 | ||
| Enova International Inc | 6.1 | ||
| Mueller Water Products Inc | 5.7 | ||
| Krystal Biotech Inc | 5.5 | ||
| American Superconductor Corp /DE/ | 5.2 | ||
| Medpace Holdings Inc | 4.9 | ||
| Moelis & Co | 4.7 | ||
| Veracyte Inc | 4.4 | ||
| Inflection Point Acquisition Corp | 4.3 | ||
| Delcath Systems Inc | 3.7 | ||
| First Financial Bancorp /OH/ | 3.6 | ||
| Financial Institutions Inc | 3.5 | ||
| Remitly Global Inc | 3.3 | ||
| Otter Tail Corp | 3.1 | ||
| Stifel Financial Corp | 3.0 | ||
| Willis Lease Finance Corp | 2.9 | ||
| M-Tron Industries Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 3.1 |
| (b) Individuals (high net worth individuals) | 7 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 44.4 |
| (i) State or municipal government entities | 0 | 187.6 |
| (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 | 13 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 242.3 |
| By Discretionary | ||
| Discretionary | 57 | 242.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 57 | 242.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.3 | |
| Total | 57 | 242.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0000833291] | |
| 13F-HR | [0001427373] | |
| D | [0001726855] |
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|---|---|---|
|
Doceo Wealth LLC
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ID | 0.2 |
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Lederer & Associates Investment Counsel
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CA | 0.2 |
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Successful Portfolios LLC
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FL | 0.2 |
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Berry Wealth Group LP
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TX | 0.2 |
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Decisionmap Wealth Management LLC
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VA | 0.2 |
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Financial Independence LLC
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RI | 0.2 |
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Farrow Financial Inc
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VT | 0.2 |
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Sanctuary Wealth Advisors LLC
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CO | 0.2 |
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Oak Advisors LLC
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SC | 0.2 |
|
Richmond Brothers Inc
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|
MI | 0.2 |