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PALISADES INVESTMENT PARTNERS, LLC

EL SEGUNDO, CA · CRD 128173 · IAPD ↗ · palpartners.com · 310-656-6300

$271.0MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PALISADES INVESTMENT PARTNERS, LLC reported RAUM up 106% ($117.5M -> $242.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — PALISADES INVESTMENT PARTNERS, LLC (EL SEGUNDO, CA) is newly SEC-registered with $117.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.