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| The Palisades Group LLC
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|---|---|
| CRD # | 165609 |
| SEC # | 801-77293 |
| CIK # | |
| AUM | $15.8 BB (2024-05-20) |
| Employees | 38 (45% Investors, 0% Brokers) |
| Phone | 512-361-2148 |
| Address | 6001 Bold Ruler Way Austin, TX 78746 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | ACOF III Civ-1 LP | 2023-03-28 | 71.0 | |
| RE | Aero Credit Opportunities Fund III LP | [2022-03-30] | 33.5 | 103.4 |
| RE | Aero Credit Opportunities Fund III PF-1 LP | [2022-03-30] | 20.0 | 41.7 |
| RE | Aero Credit Opportunities Fund II LP | [2019-11-22] | 59.2 | 189.1 |
| RE | Aero Credit Opportunities Fund I LP | [2018-02-27] | 26.0 | 0.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 6 | 0.9 |
| (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 | 14.6 |
| (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 | 0.4 |
| Total | 12 | 15.8 |
| By Discretionary | ||
| Discretionary | 6 | 0.6 |
| Non-Discretionary | 6 | 15.2 |
| Total | 12 | 15.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.8 | |
| Total | 12 | 15.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Jack Macdowell Jr | 5 | ||
| Sally Kelly | 3 | ||
| Fraser Armstrongwatters | 3 | ||
| Palisades Investment Partners II LLC | 2 | ||
| The Palisades Group LLC | 2 | ||
| Entity The Palisades Group LLC | 3 | ||
| Alex Kaczmarski | 3 | ||
| Entity Palisades Investment Partners IV LLC | 2 | ||
| Entity Palisades Investment Partners III LLC | 1 | ||
| Stephen Kirch | 1 |
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|---|---|---|
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Invesco Canada Ltd
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18.2 | |
|
Tishman Speyer Properties LP
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NY | 16.1 |
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NY | 16.1 |
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CA | 15.3 |
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CA | 15.3 |
|
Invesco Real Estate Management S RL
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|
Walton Street Capital LLC
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IL | 14.6 |
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Rockpoint Group LLC
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TX | 13.5 |
|
Algebris Investments US Inc
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MA | 12.9 |
|
Related Fund Management LLC
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NY | 12.8 |