THE PALMER KNIGHT COMPANY
Adviser information for THE PALMER KNIGHT COMPANY last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 301 | $251.5M |
Non-Discretionary | 0 | $0 |
Total | 301 | $251.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 73 | $30.2M |
HNW Individuals | 83 | $221.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
1022 PARK STREETSUITE 402
JACKSONVILLE
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 904-358-9080, Fax: 800-856-5214
Chief Compliance Officer
C. DAVIS KNIGHT
PRESIDENT
1022 PARK STREET
SUITE 402
JACKSONVILLE
FL
United States
Tel:
904-358-9080
Fax:
800-856-5214
C**@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
KNIGHT, ADDISON, PALMER | Individual | – | FOUNDER EMERITUS | 12/2023 | < 5% |
KNIGHT, CHRISTOPHER, DAVIS | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/2008 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 8M | 14K | – |
AMAZON COM INC | COM | 10M | 50K | – |
APPLE INC | COM | 9M | 42K | – |
APPLIED MATLS INC | COM | 9M | 38K | – |
APTIV PLC | SHS | 4M | 52K | – |
AVERY DENNISON CORP | COM | 7M | 31K | – |
BROADRIDGE FINL SOLUTIONS IN | COM | 6M | 31K | – |
CAPITAL ONE FINL CORP | COM | 8M | 59K | – |
CHENIERE ENERGY INC | COM NEW | 215K | 1K | – |
CINTAS CORP | COM | 8M | 12K | – |
DANAHER CORPORATION | COM | 8M | 31K | – |
DOW INC | COM | 5M | 85K | – |
ELEVANCE HEALTH INC | COM | 6M | 10K | – |
FISERV INC | COM | 7M | 49K | – |
FORTINET INC | COM | 7M | 111K | – |
FORTIVE CORP | COM | 5M | 73K | – |
HOME DEPOT INC | COM | 8M | 22K | – |
HONEYWELL INTL INC | COM | 8M | 36K | – |
JPMORGAN CHASE & CO. | COM | 7M | 34K | – |
KROGER CO | COM | 5M | 108K | – |
MARRIOTT INTL INC NEW | CL A | 555K | 2K | – |
MICROSOFT CORP | COM | 9M | 19K | – |
NVIDIA CORPORATION | COM | 4M | 30K | – |
PAYCHEX INC | COM | 8M | 63K | – |
RAYMOND JAMES FINL INC | COM | 8M | 65K | – |
STARBUCKS CORP | COM | 6M | 76K | – |
STERICYCLE INC | COM | 238K | 4K | – |
TEXAS INSTRS INC | COM | 6M | 28K | – |
TRANE TECHNOLOGIES PLC | SHS | 5M | 15K | – |
TRAVELERS COMPANIES INC | COM | 7M | 37K | – |
UNITEDHEALTH GROUP INC | COM | 502K | 985 | – |
VERALTO CORP | COM SHS | 673K | 7K | – |
VULCAN MATLS CO | COM | 6M | 25K | – |
WASTE MGMT INC DEL | COM | 9M | 40K | – |
ZEBRA TECHNOLOGIES CORPORATI | CL A | 7M | 24K | – |