Investment adviser · CRD 299896
PALM VALLEY CAPITAL MANAGEMENT
Investment adviser filing (IA)
PALM VALLEY CAPITAL MANAGEMENT LLC
JACKSONVILLE BEACH, FL, United States · Form ADV filed Jan 13, 2026
- Regulatory AUM
- $282M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Investment companies | 1 | $222,620,895 | 79.1% |
| Charities | Fewer than 5 | $35,445,903 | 12.6% |
| High-net-worth individuals | Fewer than 5 | $23,507,635 | 8.3% |
Filing source
Form ADV 2040278 · Jan 13, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 13, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
422 JACKSONVILLE DRIVEJACKSONVILLE BEACH, FL, 32250, United States
CRD 299896
Filing source
Form ADV 2040278 · Jan 13, 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.