The THE PALISADES GROUP is a publicly held investment adviser that advises $42.64Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. THE PALISADES GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 694.58% over the last 5-years.
The Group has been registered with the SEC for 13.62 years and is comprised of 1 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 401 S. 1ST STREET SUITE 850, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 90 employees comprised of 9 investment and 81 non-investment staff. The total number of Employees increased by 291.3% over the last 5-years.
Their $42.64Bn in assets advised are owned by 5 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $15.98Bn or 37.48% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $494.17mn or 1.16% of Total Assets.
The Group's top investment strategies include Real Estate, FI/Credit - Diverse and FI/Credit - Distress, representing 98.96%, 0.85% and 0.19% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $15.98Bn in assets.
The Group discloses management fees and performance-based fees.
THE PALISADES GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.