Data / Investment advisers / New Jersey / Palisade Capital Management, LP
Palisade Capital Management, LP, Fort Lee, NJ: $3.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Palisade Capital Management, LP is an SEC registered investment adviser with its main office in Fort Lee, New Jersey and reports $3.9 billion in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include high net worth individuals, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 3 private funds.
The request: Watch Palisade Capital Management, LP (CRD number 104581): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104581
- SEC file number
- 801-48401
- SEC status
- Approved, effective February 7, 1995
- Main office
- 1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024
- Phone
- (201) 585-7733
- Website
- palisadecapital.com
- Regulatory AUM
- $3,862,495,834 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $3,859,655,533
- Non discretionary AUM
- $2,840,301
- Accounts
- 2,253
- Employees
- 42, of which 15 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 3: 3 hedge funds
- Gross assets of private funds
- $7,288,098
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 508 | $1.54 billion |
| State or municipal government entities | Fewer than 5 | $814.6 million |
| Pension and profit sharing plans | 13 | $536.5 million |
| Individuals (other than high net worth individuals) | 1,069 | $309.3 million |
| Corporations or other businesses | 112 | $268.9 million |
| Investment companies | 2 | $172.8 million |
| Charitable organizations | 46 | $135.9 million |
| Pooled investment vehicles | 4 | $67.2 million |
| Insurance companies | Fewer than 5 | $18.3 million |
| Other investment advisers | Fewer than 5 | $2.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.86 billion | March 20, 2026 |
| December 1, 2025 | $4.23 billion | March 19, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 1932 Investment Management | Newark | $4.60 billion | Not listed | adviserinfo.sec.gov |
| Beacon Trust | Morristown | $4.44 billion | Not listed | adviserinfo.sec.gov |
| Simplicity Wealth | Summit | $4.27 billion | Not listed | adviserinfo.sec.gov |
| Systematic Financial Management LP | Teaneck | $4.21 billion | Not listed | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | $3.88 billion | 5 | adviserinfo.sec.gov |
| Watermark Group, Inc. | Princeton | $3.82 billion | 2 | adviserinfo.sec.gov |
| Sax Wealth Advisors, LLC | Parsippany | $3.60 billion | 1 | adviserinfo.sec.gov |
| Systematic Alpha Investments, LLC | Princeton | $3.49 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Palisade Capital Management, LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.