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PALISADE CAPITAL MANAGEMENT, LP
CRD 104581File 801-48401
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 42 | increased by2 |
| Apr 1, 2026 | Clients | 1,958 | 1,754 | decreased by204 |
| Apr 1, 2026 | AUM | $4,225,941,279 | $3,862,495,834 | decreased by$363,445,445 |
| Apr 1, 2026 | Accounts | 2,412 | 2,253 | decreased by159 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 40 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,919 | 1,958 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,515,406,687 | $4,225,941,279 | decreased by$1,289,465,408 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,925 | 2,412 | increased by487 |
| Apr 1, 2022 | Employees | 45 | 44 | decreased by1 |
| Apr 1, 2022 | Clients | 1,483 | 1,919 | increased by436 |
| Apr 1, 2022 | AUM | $4,675,986,871 | $5,515,406,687 | increased by$839,419,816 |
| Apr 1, 2022 | Accounts | 1,641 | 1,925 | increased by284 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALISADE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALISADE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.