The Palisades Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 26, 2026, reports $27.8B in regulatory assets under management, 90 employees, 2 offices, and 15 accounts.
Assets Under Management
$27.8B
Employees
90
Offices
2 offices
Total Clients
5
Primary office
AUSTIN, TX
401 S. 1ST STREET, SUITE 850, AUSTIN, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5
Categories with <5 clients
Other investment advisers<5 clients
SECURITIZATION TRUSTS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27.8Bas of March 26, 2026
Discretionary4.2%
$1.2B
4% of total RAUM4.2%
Non-discretionary95.8%
$26.6B
96% of total RAUM95.8%
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$27.8B
Total Accounts15
10Y AUM Change+$25.5B (+1094.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees90
Clients per Employee0:1
10Y Employee Change+70 (+350.0%)
* 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.