Palisade Investments, LLC
Palisade Investments, LLC is an SEC-registered mass-market adviser in Zephyr Cove, NV with $652.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Palisade Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124776, SEC 801-80001, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $652.7M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Zephyr Cove, NV
- Employees
- 8
- Clients
- 668
- CRD
- 124776
- Ownership
- DESOTA, ROBIN
How much AUM does Palisade Investments, LLC have?
Palisade Investments, LLC reported $652.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Palisade Investments, LLC?
Disclosed owners and executives of Palisade Investments, LLC include DESOTA, ROBIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.