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| Palisades Investment Partners LLC
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| CRD # | 128173 |
| SEC # | 801-129882 |
| CIK # | 0000833291, 0001427373, 0001726855 |
| AUM | 271.0 M (2026-02-27) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-656-6300 |
| Address | 2321 Rosecrans Avenue El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000833291 0001427373 0001726855 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPX Corp | 24.7 | ||
| Krystal Biotech Inc | 11.7 | ||
| Park Electrochemical Corp | 11.4 | ||
| Paymentus Holdings Inc | 10.9 | ||
| Inflection Point Acquisition Corp | 8.0 | ||
| Enova International Inc | 8.0 | ||
| Medpace Holdings Inc | 7.9 | ||
| Desert Gateway Inc | 7.6 | ||
| UFP Technologies Inc | 7.3 | ||
| Skywater Technology Inc | 7.2 | ||
| Itron Inc /WA/ | 7.1 | ||
| Mueller Water Products Inc | 7.0 | ||
| Integrated Electrical Services Inc | 7.0 | ||
| Kensington Capital Acquisition Corp IV | 6.2 | ||
| Lightpath Technologies Inc | 6.0 | ||
| CM Life Sciences Inc | 5.9 | ||
| 3PEA International Inc | 5.9 | ||
| Veracyte Inc | 5.5 | ||
| Badger Meter Inc | 5.4 | ||
| M-Tron Industries Inc | 5.4 | ||
| American Superconductor Corp /DE/ | 5.2 | ||
| Financial Institutions Inc | 4.7 | ||
| Makemytrip Ltd | 4.6 | ||
| Nanometrics Inc | 4.6 | ||
| Intapp Inc | 4.5 | ||
| First Financial Bancorp /OH/ | 4.5 | ||
| Moelis & Co | 4.4 | ||
| Cormedix Inc | 4.1 | ||
| Root Inc | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 4.0 |
| (b) Individuals (high net worth individuals) | 35 | 7.0 |
| (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 | 20 | 48.0 |
| (i) State or municipal government entities | 4 | 207.0 |
| (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 | 14 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 92 | 271.0 |
| By Discretionary | ||
| Discretionary | 92 | 271.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 92 | 271.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.0 | |
| Total | 92 | 271.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0000833291] | |
| 13F-HR | [0001427373] | |
| D | [0001726855] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Pan Global Advisers LLC
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Financial Futures Limited Liability Company
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