{
  "crd_number": 128173,
  "slug": "palisades-investment-partners-llc-el-segundo-ca-128173",
  "primary_business_name": "PALISADES INVESTMENT PARTNERS, LLC",
  "legal_name": "PALISADES INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "El Segundo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-11",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 271000000.0,
  "raum_discretionary": 271000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 48000000.0,
      "count": 20
    },
    "individuals": {
      "raum": 4000000.0,
      "count": 19
    },
    "state_municipal": {
      "raum": 207000000.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 7000000.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 5000000.0,
      "count": 14
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/palisades-investment-partners",
    "https://linkedin.com/in/quinn-stills-3517a999",
    "https://palpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128173",
  "city_as_filed": "EL SEGUNDO",
  "url": "https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173",
  "display_name": "Palisades Investment Partners, LLC",
  "summary": "Palisades Investment Partners, LLC is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Palisades Investment Partners, LLC (CRD 128173): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Palisades Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Palisades Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Palisades Investment Partners, LLC located?",
      "a": "Palisades Investment Partners, LLC's principal office is in El Segundo, CA, according to its Form ADV."
    },
    {
      "q": "Is Palisades Investment Partners, LLC registered with the SEC or a state?",
      "a": "Palisades Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 128173."
    },
    {
      "q": "How much does Palisades Investment Partners, LLC manage?",
      "a": "Palisades Investment Partners, LLC reports $271,000,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Palisades Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Palisades Investment Partners, LLC: Regulatory assets under management: $68,110,178 in the October 2021 data and $271,000,000 in the October 2026 data, up 298%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Palisades Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); charitable organizations (20); individuals (other than high net worth individuals) (19)."
    },
    {
      "q": "Which custodians does Palisades Investment Partners, LLC use?",
      "a": "Palisades Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.p.morgan Chase & Co and State Street Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Palisades Investment Partners, LLC report any disciplinary disclosures?",
      "a": "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/128173"
    },
    {
      "q": "Does Palisades Investment Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 27, 2026 says: \"PIP requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, PIP retains the discretion to lower or waive said minimum.\""
    },
    {
      "q": "What changed in Palisades Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $242,311,826 to $271,000,000 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 68110178.0,
      "total_employees": 1,
      "filing_date": "2021-06-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117544448.0,
      "total_employees": 4,
      "filing_date": "2024-05-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 242311826.0,
      "total_employees": 4,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 271000000.0,
      "total_employees": 3,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $242,311,826 to $271,000,000 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "PIP requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, PIP retains the discretion to lower or waive said minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "PIP requires a minimum account size of $5,000,000 to enter into an Advisory Agreement. However, PIP retains the discretion to lower or waive said minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "J.p.morgan Chase & Co",
      "name_as_filed": "J.P.MORGAN CHASE & CO",
      "affiliated": false
    },
    {
      "name": "State Street Corporation",
      "name_as_filed": "STATE STREET CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 4000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 7000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 48000000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 207000000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 5000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128173",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}