# Palisades Investment Partners, LLC

> 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.

- CRD: 128173
- Filed as: PALISADES INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128173
- AdvisorCensus page: https://advisorcensus.com/firm/palisades-investment-partners-llc-el-segundo-ca-128173

## Quick answers

**How is Palisades Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palisades Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Palisades Investment Partners, LLC located?**
Palisades Investment Partners, LLC's principal office is in El Segundo, CA, according to its Form ADV.

**Is Palisades Investment Partners, LLC registered with the SEC or a state?**
Palisades Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 128173.

**How much does Palisades Investment Partners, LLC manage?**
Palisades Investment Partners, LLC reports $271,000,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**How have Palisades Investment Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Palisades Investment Partners, LLC serve?**
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).

**Which custodians does Palisades Investment Partners, LLC use?**
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.

**Does Palisades Investment Partners, 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/128173

**Does Palisades Investment Partners, LLC state an account minimum?**
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."

**What changed in Palisades Investment Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $242,311,826 to $271,000,000 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.p.morgan Chase & Co
- State Street Corporation

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: $271,000,000
- Discretionary: $271,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $4,000,000 |
| High net worth individuals | 35 | $7,000,000 |
| Charitable organizations | 20 | $48,000,000 |
| State or municipal government entities (including government pension plans) | 4 | $207,000,000 |
| Corporations or other businesses not listed above | 14 | $5,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [palpartners.com](https://palpartners.com)
- LinkedIn @palisades-investment-partners
- LinkedIn @quinn-stills-3517a999

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,110,178 | 1 | June 2, 2021 |
| October 2024 | $117,544,448 | 4 | May 29, 2024 |
| October 2025 | $242,311,826 | 4 | March 10, 2025 |
| October 2026 | $271,000,000 | 3 | February 27, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $242,311,826 to $271,000,000 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palisades Investment Partners, LLC (CRD 128173): Form ADV filing data as of October 2026.