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Firm profile

Palisade Investments, LLC

ZEPHYR COVE, NVCRD 124776Latest ADV March 26, 2026

Palisade Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Zephyr Cove, NV. Its latest Form ADV filing, dated March 26, 2026, reports $653M in regulatory assets under management, 8 employees, 4 offices, and 1,214 accounts.

Assets Under Management
$653M
Employees
8
Offices
4 offices
Total Clients
668
Primary office
ZEPHYR COVE, NV
625 HIGHWAY 50, SUITE 301, ZEPHYR COVE, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobin Desota

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
442
2
HNWI
20.4%
136
3
Pension Plans
12.0%
80
4
Charitable
0.7%
5
5
Corporations
0.7%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$653Mas of March 26, 2026
Discretionary49.9%
$326M
50% of total RAUM49.9%
Non-discretionary50.1%
$327M
50% of total RAUM50.1%
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.

Total AUM$653M
Total Accounts1,214
10Y AUM Change+$453M (+227.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee84:1
10Y Employee Change+1 (+14.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.