PALISADES INVESTMENT PARTNERS, LLC
Adviser information for PALISADES INVESTMENT PARTNERS, LLC last updated from Form ADV on March 15th, 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 | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 26 | $117.5M |
Non-Discretionary | 0 | $0 |
Total | 26 | $117.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 19 | $3.1M |
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 | <5 | $8.9M |
State or municipal gov entities | <5 | $105.6M |
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 |
Identifiers
SEC RIA File Number | 801-129882 |
---|---|
SEC ERA File Number | 801-129882 |
SEC CIK Numbers | None |
SEC CRD Numbers | 128173 |
Legal Entity Identifier | None |
Principal Office
2321 ROSECRANS AVENUESUITE 1260
EL SEGUNDO
CA
United States
Monday - Friday, 9:00 - 3:00 P.M.
Tel: 310-656-6300, Fax: None
Websites
Chief Compliance Officer
QUINN R. STILLS
MANAGING MEMBER
2321 ROSECRANS AVENUE
SUITE 1260
EL SEGUNDO
CA
United States
Tel:
310-656-6300
Q******@**************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 |
---|---|---|---|---|---|
STILLS, QUINN, R. | Individual | – | MANAGING MEMBER/CCO | 06/2003 | > 75% |