This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

institutional managerderivedprivate_client_share=0.04 fund_share=0.0 institutional_share=0.94 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$271MItem 5.F on the latest filing (2026-02-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$271M

Private client RAUM

$11.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

4%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$271Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

92

Individual clients

19

High net worth clients

35

SEC number

801-129882

CRD

128173

Filings on the tape

29

First filed

Mar 20, 2012

Latest filed

Feb 27, 2026

Organised

Limited Liability Company, DE

Website

palpartners.com

• Occurred

  Mar 10, 2025
  Regulatory AUM changed

  Palisades Investment Partners, Llc reported RAUM $242.3M, up 106% from $117.5M (2024-05-29 to 2025-03-10)

  Form ADVobserved 6 days ago
  $125M
• Occurred

  Mar 12, 2024
  First Form ADV filing

  Palisades Investment Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:638ce2c2-dbe4-64b8-a5fb-30fb792c5910

First observed

Mar 20, 2012

Last observed

Feb 27, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.