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Palisade Investments, LLC

● SEC registered since 2014CRD 124776SEC# 801-80001Zephyr Cove, NV
Export (members)
Reg. AUM
$513M
Employees
7
Accounts
1,085
Location
Zephyr Cove, NV

Palisade Investments, LLC assets under management

Palisade Investments, LLC is an SEC-registered investment adviser based in Zephyr Cove, NV. The firm has been registered since 2014. It reports $513 million in regulatory assets under management and employs 7 people.
www.palisadeinvestments.comView on SEC.gov ↗

Palisade Investments, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robin Desota ControlManaging MemberOver 75%2011
Robin Desota ControlChief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Palisade Investments, LLC manage?

Palisade Investments, LLC reports $513 million in regulatory assets under management on its Form ADV.

How many employees does Palisade Investments, LLC have?

Palisade Investments, LLC reports 7 employees.

Where is Palisade Investments, LLC located?

Palisade Investments, LLC is based in Zephyr Cove, NV and has been SEC-registered since 2014.

Does Palisade Investments, LLC disclose fund performance?

Palisade Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address625 Highway 50, Suite 301, Zephyr Cove, NV 89448-3049
Phone775-299-4600
Fax775-375-0178
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$231.5M
Non-discretionary$281.5M
Total (RAUM)$513M