Investment adviser · CRD 165609
THE PALISADES GROUP, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed May 8, 2026
- Regulatory AUM
- $27.8B Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 90 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $26,165,881,257 | 94.2% |
| Other clients | Fewer than 5 | $1,123,016,580 | 4.0% |
| Pooled investment vehicles | 5 | $494,171,797 | 1.8% |
Filing source
Form ADV 2104364 · May 8, 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
5 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.
AERO CREDIT OPPORTUNITIES FUND II, LPReal Estate Fund · Last reported May 8, 2026$74.6MGross asset value
Form D fundraising filings
Aero Credit Opportunities Fund II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
Fund details & source
- Fund ID
- 805-8073940327
- Reported beneficial owners
- 11
- Minimum commitment
- $1M
- Form D file number
- 021-334324
Form ADV 2104364 · May 8, 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.
AERO CREDIT OPPORTUNITIES FUND III, LPReal Estate Fund · Last reported May 8, 2026$44.4MGross asset value
Form D fundraising filings
Aero Credit Opportunities Fund III, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
Fund details & source
- Fund ID
- 805-9692773023
- Reported beneficial owners
- 10
- Minimum commitment
- $5M
- Form D file number
- 021-394549
Form ADV 2104364 · May 8, 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.
ACOF III CIV-1, LPReal Estate Fund · Last reported May 8, 2026$30.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
Fund details & source
- Fund ID
- 805-7332515251
- Reported beneficial owners
- 5
- Minimum commitment
- $5M
Form ADV 2104364 · May 8, 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.
AERO CREDIT OPPORTUNITIES FUND III PF-1,LPReal Estate Fund · Last reported May 8, 2026$18.1MGross asset value
Form D fundraising filings
Aero Credit Opportunities Fund III PF-1, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BAKER TILLY US, LLP
PCAOB 23
COMPUTERSHARE TRUST COMPANY, N.A.
LEI 2549001YYB62BVMSAO13
Fund details & source
- Fund ID
- 805-3470833735
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
- Form D file number
- 021-394552
Form ADV 2104364 · May 8, 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.
AERO CREDIT OPPORTUNITIES FUND I, LPReal Estate Fund · Last reported Dec 24, 2024$228KGross asset value
Form D fundraising filings
Aero Credit Opportunities Fund I, LP
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-4994641860
- Reported beneficial owners
- 16
- Minimum commitment
- $500K
- Form D file number
- 021-294306
Form ADV 1921971 · Dec 24, 2024 · 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: May 8, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
401 S. 1ST STREET, SUITE 850AUSTIN, TX, 78704, United States
CRD 165609
Filing source
Form ADV 2104364 · May 8, 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.