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PALISADE CAPITAL MANAGEMENT, LP
CRD 104581File 801-48401
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.86B
Top 25% of cohort (national)
Discretionary AUM
$3.86B
Non-discretionary $2.8M
Clients
1,754
2,253 accounts
Employees
42
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 7, 1995
- Principal office
- 1 BRIDGE PLAZA NORTH, SUITE 1095, FORT LEE, NJ, 07024-7102
- Phone
- (201) 585-7733
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.86B
- Discretionary AUM
- $3.86B
- Non-discretionary AUM
- $2.8M
- Discretionary accounts
- 2,251
- Non-discretionary accounts
- 2
- Total accounts
- 2,253
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 112 | $268.9M |
| Insurance companies | Fewer than 5 | $18.3M |
| Investment companies | 2 | $172.8M |
| Charitable organizations | 46 | $135.9M |
| Other investment advisers | Fewer than 5 | $2.8M |
| High net worth individuals | 508 | $1.54B |
| Pooled investment vehicles | 4 | $67.2M |
| Pension and profit sharing plans | 13 | $536.5M |
| State or municipal government entities | Fewer than 5 | $814.6M |
| Individuals (other than high net worth individuals) | 1,069 | $309.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.