# Palatine Fund Advisors, LLC

> Palatine Fund Advisors, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 168077
- Filed as: PALATINE FUND ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168077
- AdvisorCensus page: https://advisorcensus.com/firm/palatine-fund-advisors-llc-miami-fl-168077

## Quick answers

**How is Palatine Fund Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palatine Fund Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Palatine Fund Advisors, LLC located?**
Palatine Fund Advisors, LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Palatine Fund Advisors, LLC registered with the SEC or a state?**
Palatine Fund Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 168077.

**How much does Palatine Fund Advisors, LLC manage?**
Palatine Fund Advisors, LLC reports $821,422,837 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Palatine Fund Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Palatine Fund Advisors, LLC: Regulatory assets under management: $374,239,541 in the October 2021 data and $821,422,837 in the October 2026 data, up 119%. Total employees: 16 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palatine Fund Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Palatine Fund Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168077

**What changed in Palatine Fund Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $821,422,837
- Discretionary: $821,422,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $821,422,837 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 21 total, 20 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Los Angeles, CA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- pal-partners.com
- LinkedIn @palatine-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $374,239,541 | 16 | March 12, 2021 |
| October 2022 | $373,212,196 | 17 | March 23, 2022 |
| October 2023 | $577,755,944 | 18 | May 3, 2023 |
| October 2024 | $868,911,228 | 21 | April 25, 2024 |
| October 2025 | $883,281,258 | 21 | July 21, 2025 |
| October 2026 | $821,422,837 | 21 | March 26, 2026 |

Regulatory assets under management: $374,239,541 in the October 2021 data and $821,422,837 in the October 2026 data, up 119%.
Total employees: 16 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palatine Fund Advisors, LLC (CRD 168077): Form ADV filing data as of October 2026.