PALISADES INVESTMENT PARTNERS, LLC
CRD #128173 SEC #801-129882 EL SEGUNDO, CA 310-656-6300
SEC Registered
Total AUM
$242.3M
Discretionary
$242.3M
Employees
4
Clients
--
Accounts
57
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $242.3M | $242.3M | $0 | 4 | 70 |
| May 2024 | $117.5M | $117.5M | $0 | 4 | 0 |
| Mar 2024 | $117.5M | $117.5M | $0 | 4 | 0 |
| Mar 2024 | $117.5M | $117.5M | $0 | 4 | 0 |
| Jun 2021 | $68.1M | $68.1M | $0 | 1 | 0 |
| May 2021 | $68.1M | $68.1M | $0 | 1 | 0 |
| Apr 2021 | $68.1M | $68.1M | $0 | 1 | 0 |
| Mar 2021 | $68.1M | $68.1M | $0 | 1 | 0 |
| Jan 2021 | $68.1M | $68.1M | $0 | 3 | 0 |
| Jan 2021 | $44.9M | $44.9M | $0 | 3 | 0 |
| Dec 2020 | $44.9M | $44.9M | $0 | 2 | 0 |
| Nov 2020 | $44.9M | $44.9M | $0 | 2 | 0 |
| Nov 2020 | $44.9M | $44.9M | $0 | 2 | 0 |
| Oct 2020 | $44.9M | $44.9M | $0 | 2 | 0 |
| Sep 2020 | $44.9M | $44.9M | $0 | 2 | 0 |
| Sep 2020 | $44.9M | $44.9M | $0 | 1 | 0 |
| Aug 2020 | $44.9M | $44.9M | $0 | 1 | 0 |
| Jan 2018 | $46.5M | $46.5M | $0 | 1 | 3 |
| Apr 2016 | $28.6M | $28.6M | $0 | 3 | 1 |
| Mar 2014 | $90.7M | $90.7M | $0 | 4 | 1 |
| Nov 2013 | $144.7M | $144.7M | $0 | 4 | 1 |
| Aug 2013 | $144.7M | $144.7M | $0 | 4 | 1 |
| Aug 2013 | $144.7M | $144.7M | $0 | 4 | 1 |
| Mar 2013 | $144.7M | $144.7M | $0 | 4 | 1 |
| Mar 2012 | $367.3M | $367.3M | $0 | 6 | 11 |
| Mar 2011 | $919.3M | $901.1M | $18.2M | 10 | -- |
| Mar 2009 | $783.2M | $765.3M | $17.9M | 10 | -- |
| Sep 2008 | $953.6M | $922.4M | $31.2M | 10 | -- |
| Mar 2008 | $1B | $988.1M | $32.8M | 10 | -- |
| Mar 2007 | $857.6M | $857.6M | $0 | 10 | -- |
| Mar 2006 | $261.5M | $261.5M | $0 | 5 | -- |
| Apr 2004 | $25.1M | $25.1M | $0 | 5 | -- |
| Nov 2003 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees4
Clients70
DateMay 2024
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$117.5M
Discretionary$117.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$68.1M
Discretionary$68.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees1
Clients0
DateJan 2018
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees1
Clients3
DateApr 2016
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2014
Total AUM$90.7M
Discretionary$90.7M
Non-Disc.$0
Employees4
Clients1
DateNov 2013
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients1
DateAug 2013
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients1
DateAug 2013
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees6
Clients11
DateMar 2011
Total AUM$919.3M
Discretionary$901.1M
Non-Disc.$18.2M
Employees10
Clients--
DateMar 2009
Total AUM$783.2M
Discretionary$765.3M
Non-Disc.$17.9M
Employees10
Clients--
DateSep 2008
Total AUM$953.6M
Discretionary$922.4M
Non-Disc.$31.2M
Employees10
Clients--
DateMar 2008
Total AUM$1B
Discretionary$988.1M
Non-Disc.$32.8M
Employees10
Clients--
DateMar 2007
Total AUM$857.6M
Discretionary$857.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$261.5M
Discretionary$261.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$25.1M
Discretionary$25.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--