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 AVENUE
SUITE 1260
EL SEGUNDO
CA
United States
Monday - Friday, 9:00 - 3:00 P.M.
Tel: 310-656-6300, Fax: None

Chief Compliance Officer

QUINN R. STILLS
MANAGING MEMBER
2321 ROSECRANS AVENUE
SUITE 1260
EL SEGUNDO
CA
United States
Tel: 310-656-6300
(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%

No. Employees, Historic

1050202420254 on 3/12/20244 on 3/15/20244 on 3/15/2024

RAUM, Historic

200M100M020242025117544448 on 3/12/2024117544448 on 3/15/2024117544448 on 3/15/2024

No. Clients, Historic

201002024202519 on 3/12/202419 on 3/15/202419 on 3/15/2024