Palisade Capital Management
- Company typePrivate
- Founded1995
- HeadquartersFort Lee, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Palisade Capital Management firmographics
Firmographics- Name
- Palisade Capital Management
- Legal name
- Palisade Capital Management, LP
- Website
- https://palisadecapital.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Palisade Capital Management industry classification
Industry- Product category
- Investment Management & Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Palisade Capital Management is headquartered
LocationHeadquarters
- HQ city
- Fort Lee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Palisade Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Services: Palisade Capital Management, LP is a Registered Investment Advisor with the U.S. Securities and Exchange Commission providing investment advisory services. The firm manages assets for high-net-worth individuals, families, and institutions including endowments, foundations, and pension funds. Revenue is generated through advisory fees based on assets under management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment advisory services with personalized approach |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels8 records
Palisade Capital Management product offering
Product offeringCore offering
Palisade Capital Management, LP is a registered investment advisor that manages assets for high-net-worth individuals, families, and institutional clients such as endowments, foundations, and pension funds. The firm operates two service lines — Private Wealth Management and Institutional Investment Services — deploying bottom-up fundamental research-driven strategies across multiple asset classes including small cap equities, smid-cap equities, focused equity, convertible securities, and short duration bonds. Revenue is generated through asset-based advisory fees.
Product overview
Palisade Capital Management offers two primary service lines: Private Wealth Management for high-net-worth individuals and families, and Institutional Investment Services for endowments, foundations, and pension funds. Their investment strategies include Small Cap Core Equity, Small-Mid Cap Core Equity, Focused Equity, Short Duration Bonds, and Convertible Securities Strategies. The firm follows a bottom-up fundamental research-intensive methodology with risk management as core to their investment philosophy.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Management
Quantifiable outcome
- $3.6B+ assets under management
- +1 more outcomes
Companies that use Palisade Capital Management
Customer profileNamed customers2 records
Segments2 records
Ideal customer profiles2 records
Palisade Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Palisade Capital Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights4 records
Palisade Capital Management competitors and assessment
Company assessmentDirect peers
- Telemus Capital Partners: Telemus is a boutique RIA based in the Northeast (NJ/IL/MI) serving HNW families and institutions with multi-asset strategies including fixed income and equity. It is among the closest comparables to Palisade in size, geography, client mix, and service model.
- Manning & Napier: Manning & Napier is a multi-strategy investment manager offering equity, fixed income, and blended strategies to both institutional and private wealth clients. Similar strategy breadth and dual-channel distribution to Palisade.
- Kovack Advisors: Kovack Advisors is a Florida-based boutique investment manager serving HNW individuals and institutions. Comparable as a multi-strategy boutique RIA with a similar mix of wealth management and institutional mandates.
- Cohen & Steers: Cohen & Steers is a specialized investment manager with a strong institutional focus on real assets and alternative income strategies. Comparable to Palisade's institutional business in size, channel, and consultant-driven distribution model.
- Gofen & Glossberg: Gofen & Glossberg is a Chicago-based boutique RIA managing portfolios for HNW families, foundations, and endowments with a similar long-term, fundamental research-driven approach to Palisade.
- Fenimore Asset Management: Fenimore is a boutique RIA in upstate New York serving HNW families and institutions with equity strategies. Closely comparable in size, regional focus, and fundamental equity philosophy.
- CapWealth Advisors: CapWealth is a Franklin, TN-based boutique RIA offering private wealth management and institutional investment services with similar multi-strategy capabilities. Comparable in size, service lines, and target client segments to Palisade.
Broad incumbents
- Eagle Asset Management: Eagle Asset Management is a subsidiary of Raymond James that offers institutional equity and fixed-income strategies including small cap and convertible products, overlapping directly with Palisade's institutional strategy suite.
- WisdomTree Investments: WisdomTree is a publicly traded asset manager with institutional, intermediary, and model-portfolio offerings spanning equities, fixed income, and alternatives. Overlaps with Palisade in institutional channel and convertibles-adjacent product areas.
- Calvert Research and Management: Calvert is a larger, established asset manager with a strong institutional and intermediary channel, offering equity and fixed-income strategies. Comparable as a multi-channel institutional investment manager, though materially larger and with a distinct ESG focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Palisade Capital Management social profiles
Digital presencePalisade Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Palisade Capital Management leadership team
Management profileNumber of profiles
Profiles14 records
Palisade Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Palisade Capital Management M&A and investment
M&A and investmentM&A
Investments10 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Palisade Capital Management
What does Palisade Capital Management do?
Palisade Capital Management, LP is a registered investment advisor that manages assets for high-net-worth individuals, families, and institutional clients such as endowments, foundations, and pension funds. The firm operates two service lines — Private Wealth Management and Institutional Investment Services — deploying bottom-up fundamental research-driven strategies across multiple asset classes including small cap equities, smid-cap equities, focused equity, convertible securities, and short duration bonds. Revenue is generated through asset-based advisory fees.
Is Palisade Capital Management a public or private company?
Palisade Capital Management is a private company. It is classified as management employee owned and is currently operating.
When was Palisade Capital Management founded?
Palisade Capital Management was founded in 1995. It employs 11 to 50 people.
Where is Palisade Capital Management based?
Palisade Capital Management is headquartered in Fort Lee, United States, in the North America region.
How does Palisade Capital Management make money?
One revenue line is on record: investment Advisory Services.
Who are Palisade Capital Management's main competitors?
Direct peers on record are Telemus Capital Partners, Manning & Napier, Kovack Advisors, Cohen & Steers, Gofen & Glossberg, Fenimore Asset Management and CapWealth Advisors. Broad incumbents are Eagle Asset Management, WisdomTree Investments and Calvert Research and Management.
Does Palisade Capital Management have an API?
No public API is recorded for Palisade Capital Management.
What industry is Palisade Capital Management in?
Palisade Capital Management's product category is Investment Management & Wealth Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.