Data / Investment advisers / California / Palisades Investment Partners, LLC
Palisades Investment Partners, LLC, El Segundo, CA: $271 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Palisades Investment Partners, LLC is an SEC registered investment adviser with its main office in El Segundo, California and reports $271 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include state and municipal governments, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 128173
- SEC file number
- 801-129882
- SEC status
- Approved, effective April 11, 2024
- Main office
- 2321 Rosecrans Avenue Suite 1260, El Segundo, CA 90245
- Phone
- (310) 656-6300
- Website
- palpartners.com
- Regulatory AUM
- $271,000,000 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $271,000,000
- Accounts
- 92
- Employees
- 3, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 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 |
|---|---|---|
| State or municipal government entities | 4 | $207 million |
| Charitable organizations | 20 | $48 million |
| High net worth individuals | 35 | $7 million |
| Corporations or other businesses | 14 | $5 million |
| Individuals (other than high net worth individuals) | 19 | $4 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 |
|---|---|---|
| March 2, 2026 | $271 million | February 27, 2026 |
| December 1, 2025 | $242.3 million | March 10, 2025 |
Other advisers in El Segundo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Solace Capital Partners, L.P. | El Segundo | $508.1 million | 1 | adviserinfo.sec.gov |
| Architect Equity | El Segundo | $383.9 million | 4 | adviserinfo.sec.gov |
| Sharper & Granite LLC | El Segundo | $366.4 million | Not listed | adviserinfo.sec.gov |
| Century Park Capital Partners | El Segundo | $352.2 million | 10 | adviserinfo.sec.gov |
| Core Financial | El Segundo | $301.7 million | Not listed | adviserinfo.sec.gov |
| Insight Investment Counsel | El Segundo | $245.7 million | Not listed | adviserinfo.sec.gov |
| The Wealthgarden F.S. LLC | El Segundo | $227.6 million | Not listed | adviserinfo.sec.gov |
| XPV Management LLC | El Segundo | $193.6 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in El Segundo, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving state and municipal governments
- Advisers serving charitable organizations
- Palisades Investment Partners, LLC 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.