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| The Palisades Group LLC
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|---|---|
| CRD # | 165609 |
| SEC # | 801-77293 |
| CIK # | |
| AUM | $27.8 B (2026-05-08) |
| Employees | 90 (10% Investors, 0% Brokers) |
| Phone | 512-361-2148 |
| Address | 401 S 1st Street Austin, TX 78704 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | ACOF III Civ-1 LP | 2023-03-28 | 30.3 | |
| RE | Aero Credit Opportunities Fund III LP | [2022-03-30] | 33.5 | 44.4 |
| Filed 2022-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Aero Credit Opportunities Fund III PF-1 LP | [2022-03-30] | 20.0 | 18.1 |
| Filed 2022-04-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Aero Credit Opportunities Fund II LP | [2019-11-22] | 59.2 | 74.6 |
| Filed 2020-02-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Finder's Fee $337,500 · Net Assets Decline to Disclose | ||||
| RE | Aero Credit Opportunities Fund I LP | [2018-02-27] | 26.0 | 0.2 |
| Offered $26,000,000 · Filed 2017-09-08 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $5,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 5 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 26.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 1.1 |
| Total | 15 | 27.8 |
| By Discretionary | ||
| Discretionary | 9 | 1.2 |
| Non-Discretionary | 6 | 26.6 |
| Total | 15 | 27.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.8 | |
| Total | 15 | 27.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jack Macdowell Jr | Executive Officer | 5 | 2 | |
| Sally Kelly | Executive Officer | 3 | 2 | |
| Fraser Armstrongwatters | Executive Officer | 3 | 2 | |
| Palisades Investment Partners II LLC | Director | 2 | 2 | |
| The Palisades Group LLC | Executive Officer | 2 | 2 | |
| Alex Kaczmarski | Executive Officer | 3 | 1 | |
| Entity The Palisades Group LLC | Executive Officer | 3 | 1 | |
| Entity Palisades Investment Partners IV LLC | Executive Officer | 2 | 1 | |
| Stephen Kirch | Executive Officer | 1 | 1 | |
| Entity Palisades Investment Partners III LLC | Executive Officer | 1 | 1 |
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