PALISADE ASSET MANAGEMENT, LLC
CRD #136089 SEC #801-64471 MINNEAPOLIS, MN 612-455-2900
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
10
Clients
26
Accounts
773
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.3B | $1.2B | $82.1M | 10 | 0 |
| Jul 2025 | $1.3B | $1.2B | $82.1M | 10 | 0 |
| Mar 2025 | $1.3B | $1.2B | $82.1M | 10 | 0 |
| Mar 2024 | $1.2B | $1.1B | $98.8M | 10 | 0 |
| Mar 2023 | $1.1B | $968.1M | $88.9M | 10 | 0 |
| Sep 2022 | $1.2B | $1.1B | $82.2M | 11 | 0 |
| Mar 2022 | $1.2B | $1.1B | $82.2M | 11 | 0 |
| Mar 2021 | $1B | $933.5M | $80.5M | 11 | 0 |
| Sep 2020 | $931.3M | $862.2M | $69.1M | 11 | 0 |
| Jun 2020 | $931.3M | $862.2M | $69.1M | 11 | 0 |
| Mar 2020 | $931.3M | $862.2M | $69.1M | 11 | 0 |
| Mar 2020 | $931.3M | $862.2M | $69.1M | 11 | 0 |
| Mar 2019 | $858.1M | $809.1M | $49M | 8 | 0 |
| Mar 2018 | $961.5M | $908.2M | $53.3M | 8 | 0 |
| Mar 2017 | $736.4M | $709.7M | $26.7M | 9 | 400 |
| Dec 2016 | $691.1M | $666.6M | $24.5M | 9 | 400 |
| Mar 2016 | $691.1M | $666.6M | $24.5M | 9 | 400 |
| Oct 2015 | $739.1M | $711.6M | $27.5M | 9 | 300 |
| Jun 2015 | $739.1M | $711.6M | $27.5M | 9 | 300 |
| Mar 2015 | $739.1M | $711.6M | $27.5M | 9 | 300 |
| Feb 2015 | $739.1M | $711.6M | $27.5M | 9 | 300 |
| Jan 2015 | $645.8M | $617.2M | $28.6M | 9 | 200 |
| Jun 2014 | $645.8M | $617.2M | $28.6M | 9 | 200 |
| Feb 2014 | $645.8M | $617.2M | $28.6M | 9 | 200 |
| Mar 2013 | $476.7M | $466.1M | $10.6M | 9 | 200 |
| Jul 2012 | $369M | $356.2M | $12.7M | 6 | 26 |
| Apr 2012 | $369M | $356.2M | $12.7M | 6 | 26 |
| Mar 2012 | $369M | $12.7M | $356.2M | 6 | 26 |
| May 2011 | $349.1M | $335.2M | $14M | 10 | -- |
| Mar 2011 | $349.1M | $335.2M | $14M | 10 | -- |
| Feb 2011 | $349.1M | $335.2M | $14M | 10 | -- |
| Oct 2010 | $225.8M | $225.8M | $0 | 10 | -- |
| Jan 2010 | $128.2M | $128.2M | $0 | 10 | -- |
| Feb 2007 | $93.8M | $93.8M | $0 | 10 | -- |
| Jan 2006 | $52.6M | $52.6M | $0 | 5 | -- |
| Oct 2005 | $42.7M | $42.7M | $0 | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.1M
Employees10
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.1M
Employees10
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$82.1M
Employees10
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$98.8M
Employees10
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$968.1M
Non-Disc.$88.9M
Employees10
Clients0
DateSep 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$82.2M
Employees11
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$82.2M
Employees11
Clients0
DateMar 2021
Total AUM$1B
Discretionary$933.5M
Non-Disc.$80.5M
Employees11
Clients0
DateSep 2020
Total AUM$931.3M
Discretionary$862.2M
Non-Disc.$69.1M
Employees11
Clients0
DateJun 2020
Total AUM$931.3M
Discretionary$862.2M
Non-Disc.$69.1M
Employees11
Clients0
DateMar 2020
Total AUM$931.3M
Discretionary$862.2M
Non-Disc.$69.1M
Employees11
Clients0
DateMar 2020
Total AUM$931.3M
Discretionary$862.2M
Non-Disc.$69.1M
Employees11
Clients0
DateMar 2019
Total AUM$858.1M
Discretionary$809.1M
Non-Disc.$49M
Employees8
Clients0
DateMar 2018
Total AUM$961.5M
Discretionary$908.2M
Non-Disc.$53.3M
Employees8
Clients0
DateMar 2017
Total AUM$736.4M
Discretionary$709.7M
Non-Disc.$26.7M
Employees9
Clients400
DateDec 2016
Total AUM$691.1M
Discretionary$666.6M
Non-Disc.$24.5M
Employees9
Clients400
DateMar 2016
Total AUM$691.1M
Discretionary$666.6M
Non-Disc.$24.5M
Employees9
Clients400
DateOct 2015
Total AUM$739.1M
Discretionary$711.6M
Non-Disc.$27.5M
Employees9
Clients300
DateJun 2015
Total AUM$739.1M
Discretionary$711.6M
Non-Disc.$27.5M
Employees9
Clients300
DateMar 2015
Total AUM$739.1M
Discretionary$711.6M
Non-Disc.$27.5M
Employees9
Clients300
DateFeb 2015
Total AUM$739.1M
Discretionary$711.6M
Non-Disc.$27.5M
Employees9
Clients300
DateJan 2015
Total AUM$645.8M
Discretionary$617.2M
Non-Disc.$28.6M
Employees9
Clients200
DateJun 2014
Total AUM$645.8M
Discretionary$617.2M
Non-Disc.$28.6M
Employees9
Clients200
DateFeb 2014
Total AUM$645.8M
Discretionary$617.2M
Non-Disc.$28.6M
Employees9
Clients200
DateMar 2013
Total AUM$476.7M
Discretionary$466.1M
Non-Disc.$10.6M
Employees9
Clients200
DateJul 2012
Total AUM$369M
Discretionary$356.2M
Non-Disc.$12.7M
Employees6
Clients26
DateApr 2012
Total AUM$369M
Discretionary$356.2M
Non-Disc.$12.7M
Employees6
Clients26
DateMar 2012
Total AUM$369M
Discretionary$12.7M
Non-Disc.$356.2M
Employees6
Clients26
DateMay 2011
Total AUM$349.1M
Discretionary$335.2M
Non-Disc.$14M
Employees10
Clients--
DateMar 2011
Total AUM$349.1M
Discretionary$335.2M
Non-Disc.$14M
Employees10
Clients--
DateFeb 2011
Total AUM$349.1M
Discretionary$335.2M
Non-Disc.$14M
Employees10
Clients--
DateOct 2010
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$128.2M
Discretionary$128.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$52.6M
Discretionary$52.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--