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PALISADE INFRASTRUCTURE

NEW YORK, NY · CRD 322412 · IAPD ↗ · palisadeinfrastructure.com · 929-562-2928

$288.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
October 2024 — PALISADE INFRASTRUCTURE grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
October 2024 — PALISADE INFRASTRUCTURE reported RAUM up 79% ($198.0M -> $354.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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