EL SEGUNDO, CACRD 128173Latest ADV February 27, 2026
Palisades Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated February 27, 2026, reports $271M in regulatory assets under management, 3 employees, and 92 accounts.
Assets Under Management
$271M
Employees
3
Offices
--
Total Clients
92
Primary office
EL SEGUNDO, CA
2321 ROSECRANS AVENUE, SUITE 1260, EL SEGUNDO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 38.0% of total clients.
Top client categories% of clientsClients
1
HNWI
38.0%
35
2
Charitable
21.7%
20
3
Individuals
20.7%
19
4
Corporations
15.2%
14
5
Government
4.3%
4
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of February 27, 2026
Discretionary100.0%
$271M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$271M
Total Accounts92
10Y AUM Change+$225M (+483.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee31:1
10Y Employee Change+2 (+200.0%)
Rialytix.com
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.