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THE PALISADES GROUP, LLC
CRD 165609File 801-77293
APPROVED
Custody
Filing as of May 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$27.78B
Top 10% of cohort (national)
Discretionary AUM
$1.16B
Non-discretionary $26.63B
Clients
5
15 accounts
Employees
90
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 18, 2012
- Principal office
- 401 S. 1ST STREET, SUITE 850, AUSTIN, TX, 78704
- Phone
- 512-361-2148
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $27.78B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $26.63B
- Discretionary accounts
- 9
- Non-discretionary accounts
- 6
- Total accounts
- 15
- AUM per client
- $5.56B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $26.17B |
| Pooled investment vehicles | 5 | $494.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NEGOTIATED FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.