PALISADE INVESTMENTS, LLC
CRD #124776 SEC #801-80001 ZEPHYR COVE, NV 775-299-4600
SEC Registered
Total AUM
$513M
Discretionary
$231.5M
Employees
8
Clients
26
Accounts
1,085
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $513M | $231.5M | $281.5M | 8 | 0 |
| Mar 2025 | $513M | $231.5M | $281.5M | 7 | 0 |
| Mar 2024 | $464.6M | $151.7M | $312.9M | 7 | 0 |
| Apr 2023 | $393.5M | $99M | $294.5M | 5 | 0 |
| Mar 2023 | $393.5M | $99M | $294.5M | 5 | 0 |
| Nov 2022 | $421M | $97.1M | $324M | 5 | 0 |
| Mar 2022 | $421M | $97.1M | $324M | 5 | 0 |
| Mar 2021 | $370.3M | $44.5M | $325.8M | 6 | 0 |
| Jun 2020 | $328.8M | $33M | $295.8M | 6 | 0 |
| Apr 2020 | $328.8M | $33M | $295.8M | 6 | 0 |
| Mar 2020 | $328.8M | $33M | $295.8M | 6 | 0 |
| Nov 2019 | $263.1M | $18.7M | $244.4M | 6 | 0 |
| Nov 2019 | $263.1M | $18.7M | $244.4M | 6 | 0 |
| Mar 2019 | $263.1M | $18.7M | $244.4M | 6 | 0 |
| Apr 2018 | $252.9M | $18.3M | $234.6M | 6 | 0 |
| Mar 2018 | $252.9M | $18.3M | $234.6M | 6 | 0 |
| Mar 2017 | $199.5M | $15.5M | $184M | 7 | 200 |
| Jun 2016 | $151.9M | $1.5M | $150.4M | 7 | 100 |
| Mar 2016 | $151.9M | $1.5M | $150.4M | 7 | 100 |
| Mar 2015 | $142.1M | $0 | $142.1M | 5 | 100 |
| Sep 2014 | $111.9M | $0 | $111.9M | 5 | 100 |
| Jun 2014 | $111.9M | $0 | $111.9M | 5 | 100 |
| Jun 2014 | $111.9M | $0 | $111.9M | 5 | 100 |
| May 2012 | $60M | $0 | $60M | 1 | 26 |
| May 2012 | $60M | $0 | $60M | 1 | 26 |
| May 2012 | $60M | $0 | $60M | 1 | 26 |
| May 2012 | $60M | $0 | $60M | 1 | 26 |
| Mar 2012 | $60M | $0 | $60M | 1 | 26 |
| Mar 2012 | $60M | $0 | $60M | 1 | 26 |
| Mar 2012 | $60M | $0 | $60M | 1 | 26 |
| Nov 2011 | $60M | $0 | $60M | 1 | 26 |
| Jun 2010 | $40M | $0 | $40M | 5 | -- |
DateDec 2025
Total AUM$513M
Discretionary$231.5M
Non-Disc.$281.5M
Employees8
Clients0
DateMar 2025
Total AUM$513M
Discretionary$231.5M
Non-Disc.$281.5M
Employees7
Clients0
DateMar 2024
Total AUM$464.6M
Discretionary$151.7M
Non-Disc.$312.9M
Employees7
Clients0
DateApr 2023
Total AUM$393.5M
Discretionary$99M
Non-Disc.$294.5M
Employees5
Clients0
DateMar 2023
Total AUM$393.5M
Discretionary$99M
Non-Disc.$294.5M
Employees5
Clients0
DateNov 2022
Total AUM$421M
Discretionary$97.1M
Non-Disc.$324M
Employees5
Clients0
DateMar 2022
Total AUM$421M
Discretionary$97.1M
Non-Disc.$324M
Employees5
Clients0
DateMar 2021
Total AUM$370.3M
Discretionary$44.5M
Non-Disc.$325.8M
Employees6
Clients0
DateJun 2020
Total AUM$328.8M
Discretionary$33M
Non-Disc.$295.8M
Employees6
Clients0
DateApr 2020
Total AUM$328.8M
Discretionary$33M
Non-Disc.$295.8M
Employees6
Clients0
DateMar 2020
Total AUM$328.8M
Discretionary$33M
Non-Disc.$295.8M
Employees6
Clients0
DateNov 2019
Total AUM$263.1M
Discretionary$18.7M
Non-Disc.$244.4M
Employees6
Clients0
DateNov 2019
Total AUM$263.1M
Discretionary$18.7M
Non-Disc.$244.4M
Employees6
Clients0
DateMar 2019
Total AUM$263.1M
Discretionary$18.7M
Non-Disc.$244.4M
Employees6
Clients0
DateApr 2018
Total AUM$252.9M
Discretionary$18.3M
Non-Disc.$234.6M
Employees6
Clients0
DateMar 2018
Total AUM$252.9M
Discretionary$18.3M
Non-Disc.$234.6M
Employees6
Clients0
DateMar 2017
Total AUM$199.5M
Discretionary$15.5M
Non-Disc.$184M
Employees7
Clients200
DateJun 2016
Total AUM$151.9M
Discretionary$1.5M
Non-Disc.$150.4M
Employees7
Clients100
DateMar 2016
Total AUM$151.9M
Discretionary$1.5M
Non-Disc.$150.4M
Employees7
Clients100
DateMar 2015
Total AUM$142.1M
Discretionary$0
Non-Disc.$142.1M
Employees5
Clients100
DateSep 2014
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees5
Clients100
DateJun 2014
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees5
Clients100
DateJun 2014
Total AUM$111.9M
Discretionary$0
Non-Disc.$111.9M
Employees5
Clients100
DateMay 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMay 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMay 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMay 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMar 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMar 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateMar 2012
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateNov 2011
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees1
Clients26
DateJun 2010
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--