Adviser Profile
| As of Date | 06/02/2021 |
| Registration status | Registration Changed to PALISADES INVESTMENT PARTNERS, LLC |
| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 310 xxxxxxx |
| AUM* | 68,110,178 |
| of that, discretionary | 68,110,178 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 13,622,036 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- High net worth individuals
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
68M
58M
49M
39M
29M
19M
10M
2016
2018
2020
2021
Private Funds
No private funds