# Palisade Capital Management, LP

> Palisade Capital Management, LP is an SEC-registered investment advisory firm in Fort Lee, NJ, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 104581
- Filed as: PALISADE CAPITAL MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lee, NJ
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104581
- AdvisorCensus page: https://advisorcensus.com/firm/palisade-capital-management-lp-fort-lee-nj-104581

## Quick answers

**How is Palisade Capital Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Palisade Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palisade Capital Management, LP located?**
Palisade Capital Management, LP's principal office is in Fort Lee, NJ, according to its Form ADV.

**Is Palisade Capital Management, LP registered with the SEC or a state?**
Palisade Capital Management, LP is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 104581.

**How much does Palisade Capital Management, LP manage?**
Palisade Capital Management, LP reports $3,862,495,834 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Palisade Capital Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Palisade Capital Management, LP: Regulatory assets under management: $4,675,986,871 in the October 2021 data and $3,862,495,834 in the October 2026 data, down 17%. Total employees: 45 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palisade Capital Management, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,069); high net worth individuals (508); corporations or other businesses not listed above (112).

**Which custodians does Palisade Capital Management, LP use?**
Palisade Capital Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC, JPMorgan Chase Bank, N.A. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Palisade Capital Management, LP 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/104581

**What changed in Palisade Capital Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 15.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- JPMorgan Chase Bank, N.A.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,862,495,834
- Discretionary: $3,859,655,533
- Non-discretionary: $2,840,301

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,069 | $309,326,048 |
| High net worth individuals | 508 | $1,536,099,886 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $172,818,879 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $67,211,178 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $536,541,094 |
| Charitable organizations | 46 | $135,857,879 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $814,586,236 |
| Other investment advisers | Fewer than 5 | $2,840,301 |
| Insurance companies | Fewer than 5 | $18,274,773 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 112 | $268,939,560 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 1995 (31 years)
- Employees: 42 total, 15 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palisadecapital.com
- Facebook @PALISADECAPITAL
- Instagram @PALISADECAPITAL
- LinkedIn @PALISADE-CAPITAL-MANAGEMENT
- X @PALISADECAPITAL
- YouTube @PALISADECAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,675,986,871 | 45 | April 23, 2021 |
| October 2022 | $5,515,406,687 | 44 | August 1, 2022 |
| October 2023 | $4,206,861,844 | 42 | March 24, 2023 |
| October 2024 | $4,243,411,081 | 40 | July 1, 2024 |
| October 2025 | $4,225,941,279 | 40 | March 19, 2025 |
| October 2026 | $3,862,495,834 | 42 | July 31, 2026 |

Regulatory assets under management: $4,675,986,871 in the October 2021 data and $3,862,495,834 in the October 2026 data, down 17%.
Total employees: 45 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 15.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palisade Capital Management, LP (CRD 104581): Form ADV filing data as of October 2026.