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PALISADES INVESTMENT PARTNERS, LLC
CRD 128173File 801-129882
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$271.0M
Below cohort median (national)
Discretionary AUM
$271.0M
Clients
92
92 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 11, 2024
- Principal office
- 2321 ROSECRANS AVENUE, SUITE 1260, EL SEGUNDO, CA, 90245
- Phone
- 310-656-6300
- Website
- HTTP://WWW.PALPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.0M
- Discretionary AUM
- $271.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 92
- Non-discretionary accounts
- 0
- Total accounts
- 92
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $5.0M |
| Charitable organizations | 20 | $48.0M |
| High net worth individuals | 35 | $7.0M |
| State or municipal government entities | Fewer than 5 | $207.0M |
| Individuals (other than high net worth individuals) | 19 | $4.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.