MINNEAPOLIS, MNCRD 136089Latest ADV March 26, 2026
Palisade Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 26, 2026, reports $1.3B in regulatory assets under management, 10 employees, and 839 accounts.
Assets Under Management
$1.3B
Employees
10
Offices
--
Total Clients
118
Primary office
MINNEAPOLIS, MN
100 SOUTH FIFTH STREET, SUITE 420, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.1% of total clients.
Top client categories% of clientsClients
1
HNWI
88.1%
104
2
Charitable
5.9%
7
3
Corporations
5.9%
7
Categories with <5 clients
Banking or thrift institutions<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 26, 2026
Discretionary95.8%
$1.2B
96% of total RAUM95.8%
Non-discretionary4.2%
$53M
4% of total RAUM4.2%
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$1.3B
Total Accounts839
10Y AUM Change+$532M (+72.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee12:1
10Y Employee Change+1 (+11.1%)
* 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.