THE PALISADES GROUP, LLC
CRD #165609 SEC #801-77293 AUSTIN, TX 512-361-2148
SEC Registered Private Funds
Total AUM
$22.6B
Discretionary
$463.5M
Employees
82
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $22.6B | $463.5M | $22.2B | 82 | 1 |
| Mar 2025 | $22.6B | $463.5M | $22.2B | 82 | 1 |
| Dec 2024 | $15.8B | $624.6M | $15.2B | 38 | 0 |
| Sep 2024 | $15.8B | $624.6M | $15.2B | 38 | 0 |
| May 2024 | $15.8B | $624.6M | $15.2B | 38 | 0 |
| Mar 2024 | $15.8B | $624.6M | $15.2B | 38 | 0 |
| May 2023 | $8.4B | $528.3M | $7.9B | 31 | 0 |
| Mar 2023 | $8.4B | $528.3M | $7.9B | 31 | 0 |
| Oct 2022 | $5.3B | $256.5M | $5.1B | 26 | 0 |
| Aug 2022 | $5.3B | $256.5M | $5.1B | 26 | 0 |
| Mar 2022 | $5.3B | $256.5M | $5.1B | 26 | 0 |
| May 2021 | $5.6B | $169.7M | $5.5B | 23 | 0 |
| Apr 2021 | $5.6B | $169.7M | $5.5B | 23 | 0 |
| Mar 2021 | $5.6B | $169.7M | $5.5B | 23 | 0 |
| Mar 2020 | $1.1B | $85.5M | $1B | 20 | 1 |
| Feb 2020 | $967.1M | $38.3M | $928.8M | 21 | 1 |
| Nov 2019 | $967.1M | $38.3M | $928.8M | 27 | 1 |
| Oct 2019 | $967.1M | $38.3M | $928.8M | 24 | 1 |
| Mar 2019 | $967.1M | $38.3M | $928.8M | 24 | 1 |
| Feb 2018 | $1.1B | $26M | $1.1B | 20 | 3 |
| Aug 2017 | $2.3B | $0 | $2.3B | 20 | 1 |
| Jun 2017 | $2.3B | $0 | $2.3B | 20 | 1 |
| May 2017 | $2.3B | $0 | $2.3B | 20 | 1 |
| Mar 2017 | $2.3B | $0 | $2.3B | 20 | 1 |
| May 2016 | $2.6B | $0 | $2.6B | 19 | 1 |
| Mar 2016 | $3B | $0 | $3B | 20 | 1 |
| Jan 2016 | $2.8B | $0 | $2.8B | 23 | 1 |
| Mar 2015 | $2.8B | $0 | $2.8B | 23 | 1 |
| Aug 2014 | $3.1B | $0 | $3.1B | 23 | 1 |
| Mar 2014 | $1.7B | $0 | $1.7B | 12 | 1 |
| Oct 2013 | $1.7B | $0 | $1.7B | 11 | 1 |
| Apr 2013 | $392.2M | $0 | $392.2M | 2 | 1 |
| Jan 2013 | $181.4M | $0 | $181.4M | 2 | 0 |
| Jan 2013 | $181.4M | $0 | $181.4M | 2 | 0 |
| Dec 2012 | $0 | $0 | $0 | 2 | 0 |
| Dec 2012 | $0 | $0 | $0 | 2 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
DateMay 2025
Total AUM$22.6B
Discretionary$463.5M
Non-Disc.$22.2B
Employees82
Clients1
DateMar 2025
Total AUM$22.6B
Discretionary$463.5M
Non-Disc.$22.2B
Employees82
Clients1
DateDec 2024
Total AUM$15.8B
Discretionary$624.6M
Non-Disc.$15.2B
Employees38
Clients0
DateSep 2024
Total AUM$15.8B
Discretionary$624.6M
Non-Disc.$15.2B
Employees38
Clients0
DateMay 2024
Total AUM$15.8B
Discretionary$624.6M
Non-Disc.$15.2B
Employees38
Clients0
DateMar 2024
Total AUM$15.8B
Discretionary$624.6M
Non-Disc.$15.2B
Employees38
Clients0
DateMay 2023
Total AUM$8.4B
Discretionary$528.3M
Non-Disc.$7.9B
Employees31
Clients0
DateMar 2023
Total AUM$8.4B
Discretionary$528.3M
Non-Disc.$7.9B
Employees31
Clients0
DateOct 2022
Total AUM$5.3B
Discretionary$256.5M
Non-Disc.$5.1B
Employees26
Clients0
DateAug 2022
Total AUM$5.3B
Discretionary$256.5M
Non-Disc.$5.1B
Employees26
Clients0
DateMar 2022
Total AUM$5.3B
Discretionary$256.5M
Non-Disc.$5.1B
Employees26
Clients0
DateMay 2021
Total AUM$5.6B
Discretionary$169.7M
Non-Disc.$5.5B
Employees23
Clients0
DateApr 2021
Total AUM$5.6B
Discretionary$169.7M
Non-Disc.$5.5B
Employees23
Clients0
DateMar 2021
Total AUM$5.6B
Discretionary$169.7M
Non-Disc.$5.5B
Employees23
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$85.5M
Non-Disc.$1B
Employees20
Clients1
DateFeb 2020
Total AUM$967.1M
Discretionary$38.3M
Non-Disc.$928.8M
Employees21
Clients1
DateNov 2019
Total AUM$967.1M
Discretionary$38.3M
Non-Disc.$928.8M
Employees27
Clients1
DateOct 2019
Total AUM$967.1M
Discretionary$38.3M
Non-Disc.$928.8M
Employees24
Clients1
DateMar 2019
Total AUM$967.1M
Discretionary$38.3M
Non-Disc.$928.8M
Employees24
Clients1
DateFeb 2018
Total AUM$1.1B
Discretionary$26M
Non-Disc.$1.1B
Employees20
Clients3
DateAug 2017
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees20
Clients1
DateJun 2017
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees20
Clients1
DateMay 2017
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees20
Clients1
DateMar 2017
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees20
Clients1
DateMay 2016
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees19
Clients1
DateMar 2016
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees20
Clients1
DateJan 2016
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees23
Clients1
DateMar 2015
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees23
Clients1
DateAug 2014
Total AUM$3.1B
Discretionary$0
Non-Disc.$3.1B
Employees23
Clients1
DateMar 2014
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees12
Clients1
DateOct 2013
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees11
Clients1
DateApr 2013
Total AUM$392.2M
Discretionary$0
Non-Disc.$392.2M
Employees2
Clients1
DateJan 2013
Total AUM$181.4M
Discretionary$0
Non-Disc.$181.4M
Employees2
Clients0
DateJan 2013
Total AUM$181.4M
Discretionary$0
Non-Disc.$181.4M
Employees2
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0