Palisade Capital Management, LP
Assets Under Management
$4.2B
Number of Clients
1,958
Number of Advisors
13
Average Client AUM
$2.2M
AUM per Advisor
$325.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Palisade Capital Management offers investment supervisory services on a discretionary basis to various clients. They manage specialized investment strategies including small cap core equity, SMID cap core equity, focused equity, convertible securities, and short duration bonds. They also offer private wealth management services and financial planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
Private wealth management separately managed accounts fee schedule.
Fee Estimator
Palisade charges an annual investment management fee based on the value of your assets. The specific percentage varies depending on the investment strategy and the amount invested. For private wealth management, the fee is 1.25% on the first $10 million. Minimum account sizes apply, such as $3 million for small cap core equity and private wealth management (aggregate relationship). These minimums are negotiable. Financial planning is generally provided at no additional cost to private wealth management clients with at least $1 million of assets under management. Clients with less than $1 million or those not using investment management may pay a fixed fee.
Areas of Practice
Location
1 Bridge Plaza North, Suite 1095, Fort Lee, NJ, 07024-7102