The PALISADE CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $3.86Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. PALISADE CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 17.4% over the last 5-years.
The Group has been registered with the SEC for 31.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 BRIDGE PLAZA NORTH SUITE 1095, FORT LEE, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 42 employees comprised of 15 investment and 27 non-investment staff. The total number of Employees decreased by 6.67% over the last 5-years.
Their $3.86Bn in assets advised are owned by 4 private funds, 3 public funds and BDCs and 171 other accounts. Assets of High Net Worth Individuals clients own $1.54Bn or 39.77% of Total Assets and Pension and Profit Sharing Plans-Private own $536.54mn or 13.89% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 100% and 0% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
PALISADE CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.