PALM VALLEY CAPITAL MANAGEMENT LLC
Legal name: PALM VALLEY CAPITAL MANAGEMENT
CRD #299896 SEC #801-114514 JACKSONVILLE BEACH, FL 904-747-2345
SEC Registered
Total AUM
$336.4M
Discretionary
$336.4M
Employees
2
Clients
--
Accounts
13
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $336.4M | $336.4M | $0 | 2 | 1 |
| Jan 2025 | $336.4M | $336.4M | $0 | 2 | 1 |
| Jul 2024 | $281.3M | $281.3M | $0 | 2 | 1 |
| Jul 2024 | $281.3M | $281.3M | $0 | 2 | 1 |
| Jan 2024 | $281.3M | $281.3M | $0 | 2 | 1 |
| Jan 2024 | $281.3M | $281.3M | $0 | 2 | 1 |
| Mar 2023 | $219.6M | $219.6M | $0 | 2 | 1 |
| Mar 2023 | $219.6M | $219.6M | $0 | 2 | 1 |
| Jan 2023 | $219.6M | $219.6M | $0 | 2 | 1 |
| Jan 2023 | $219.6M | $219.6M | $0 | 2 | 1 |
| Oct 2022 | $95.4M | $95.4M | $0 | 2 | 1 |
| Oct 2022 | $95.4M | $95.4M | $0 | 2 | 1 |
| Oct 2022 | $95.4M | $95.4M | $0 | 2 | 1 |
| Jan 2022 | $95.4M | $95.4M | $0 | 2 | 1 |
| Jan 2022 | $95.4M | $95.4M | $0 | 2 | 1 |
| Mar 2021 | $39.9M | $39.9M | $0 | 2 | 1 |
| Jan 2021 | $39.9M | $39.9M | $0 | 2 | 1 |
| Oct 2020 | $15.4M | $15.4M | $0 | 2 | 0 |
| May 2020 | $15.4M | $15.4M | $0 | 2 | 0 |
| May 2020 | $15.4M | $15.4M | $0 | 2 | 0 |
| Jan 2020 | $15.4M | $15.4M | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
| Nov 2018 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2025
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees2
Clients1
DateJul 2024
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees2
Clients1
DateJul 2024
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees2
Clients1
DateJan 2024
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees2
Clients1
DateJan 2024
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees2
Clients1
DateMar 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2023
Total AUM$219.6M
Discretionary$219.6M
Non-Disc.$0
Employees2
Clients1
DateOct 2022
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients1
DateOct 2022
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients1
DateOct 2022
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2022
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2022
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees2
Clients1
DateMar 2021
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees2
Clients1
DateJan 2021
Total AUM$39.9M
Discretionary$39.9M
Non-Disc.$0
Employees2
Clients1
DateOct 2020
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$15.4M
Discretionary$15.4M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0