Investment adviser · CRD 104581
PALISADE CAPITAL MANAGEMENT, LP
Investment adviser filing (IA)
FORT LEE, NJ, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $3.86B Form ADV · Item 5.F
- Client accounts
- 2,253 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 508 | $1,536,099,886 | 39.8% |
| Government entities | Fewer than 5 | $814,586,236 | 21.1% |
| Retirement plans | 13 | $536,541,094 | 13.9% |
| Individuals | 1,069 | $309,326,048 | 8.0% |
| Corporations & businesses | 112 | $268,939,560 | 7.0% |
| Investment companies | 2 | $172,818,879 | 4.5% |
| Charities | 46 | $135,857,879 | 3.5% |
| Pooled investment vehicles | 4 | $67,211,178 | 1.7% |
| Insurance companies | Fewer than 5 | $18,274,773 | 0.5% |
| Other investment advisers | Fewer than 5 | $2,840,301 | 0.1% |
Filing source
Form ADV 2121534 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
10 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
AXE-HOUGHTON ASSOCIATE INVESTMENT FUND, LLC CLASS CHedge Fund · Last reported Jul 31, 2026$3.87MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740 · LEI 549300JRHF1MHHWUAW04
THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-3665549878
- Reported beneficial owners
- 10
- Minimum commitment
- $5K
- Form D file number
- 021-182766
Form ADV 2121534 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AXE-HOUGHTON ASSOCIATE INVESTMENT FUND, LLC CLASS AHedge Fund · Last reported Jul 31, 2026$1.74MGross asset value
Form D fundraising filings
Axe-Houghton Associate Investment Fund, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740 · LEI 549300JRHF1MHHWUAW04
THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-1916626833
- Reported beneficial owners
- 15
- Minimum commitment
- $5K
- Form D file number
- 021-182766
Form ADV 2121534 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AXE-HOUGHTON ASSOCIATE INVESTMENT FUND, LLC CLASS BHedge Fund · Last reported Jul 31, 2026$1.68MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740 · LEI 549300JRHF1MHHWUAW04
THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-8841751922
- Reported beneficial owners
- 12
- Minimum commitment
- $5K
- Form D file number
- 021-182766
Form ADV 2121534 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALISADE STRATEGIC MASTER FUND (CAYMAN) LIMITEDHedge Fund · Last reported Mar 19, 2025$92.1MGross asset value
Feeder funds
- PALISADE STRATEGIC FUND (DOMESTIC) LLC
- PALISADE STRATEGIC FUND (CAYMAN) LIMITED
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
KPMG LLP
PCAOB 185
J.P. MORGAN CLEARING CORP.
SEC 8-43724 · LEI 549300BRNI54SX6NX725
THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754
J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724
Fund details & source
- Fund ID
- 805-1358790415
- Reported beneficial owners
- 17
- Minimum commitment
- $1M
- Form D file number
- 021-138188
- Form D file number
- 021-138191
Form ADV 1939597 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALISADE LONG SHORT ALPHA MASTER FUND (CAYMAN) LIMITEDHedge Fund · Last reported Oct 13, 2021$28.9MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG LLP
PCAOB 185
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740 · LEI 549300JRHF1MHHWUAW04
THE HUNTINGTON NATIONAL BANK
LEI 2WHM8VNJH63UN14OL754
PROFOR ADVISORS
CRD 136084 · SEC 8-66974
FIDELITY BROKERAGE SERVICES LLC
CRD 7784 · SEC 8-23292
Fund details & source
- Fund ID
- 805-4146322188
- Reported beneficial owners
- 10
- Minimum commitment
- $1M
- Form D file number
- 021-196838
Form ADV 1569836 · Oct 13, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALISADE PRIVATE PARTNERSHIP II, LPHedge Fund · Last reported Mar 10, 2023$17.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLC
PCAOB 274
J.P. MORGAN CLEARING CORP.
SEC 8-43724 · LEI 549300BRNI54SX6NX725
J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724
Fund details & source
- Fund ID
- 805-6122757356
- Reported beneficial owners
- 12
- Minimum commitment
- $2.5M
Form ADV 1728610 · Mar 10, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PALISADE CONCENTRATED EQUITY PARTNERSHIP, LPHedge Fund · Last reported Apr 23, 2021$3.15MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EISNERAMPER LLC
PCAOB 274
J.P. MORGAN CLEARING CORP.
SEC 8-43724 · LEI 549300BRNI54SX6NX725
J.P. MORGAN CLEARING CORP.
CRD 28432 · SEC 8-43724
Fund details & source
- Fund ID
- 805-6749366072
- Reported beneficial owners
- 3
- Minimum commitment
- $5M
Form ADV 1534255 · Apr 23, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1 BRIDGE PLAZA NORTH, SUITE 1095FORT LEE, NJ, 07024-7102, United States
CRD 104581
Filing source
Form ADV 2121534 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.