Palisade Capital Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Fort Lee, NJ. Its latest Form ADV filing, dated March 20, 2026, reports $3.9B in regulatory assets under management, 42 employees, and 2,253 accounts.
Assets Under Management
$3.9B
Employees
42
Offices
--
Total Clients
1,754
Primary office
FORT LEE, NJ
1 BRIDGE PLAZA NORTH, SUITE 1095, FORT LEE, NJ, United States
Top client segmentIndividuals represent 60.9% of total clients.
Top client categories% of clientsClients
1
Individuals
60.9%
1,069
2
HNWI
29.0%
508
3
Corporations
6.4%
112
4
Charitable
2.6%
46
5
Pension Plans
0.7%
13
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.9Bas of March 20, 2026
Discretionary99.9%
$3.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$3M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.9B
Total Accounts2,253
10Y AUM Change+$797M (+26.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee42:1
10Y Employee Change+1 (+2.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.