About PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT, LP (PALISADE CAPITAL MANAGEMENT, LP) is a leading financial advisory firm with a strong track record of helping their clients achieve their financial goals. With their team of experienced advisors and their commitment to providing the best financial services, PALISADE CAPITAL MANAGEMENT, LP has established themselves as a trusted partner for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
As a financial expert, PALISADE CAPITAL MANAGEMENT, LP provides a wide range of services to their clients, including investment management, financial planning, and wealth management. Their team of advisors works closely with clients to understand their unique needs and goals, and then develops personalized strategies to help them reach their financial objectives.
Facts and Insights
PALISADE CAPITAL MANAGEMENT, LP has been in business for over 20 years, consistently delivering exceptional results for their clients. They currently manage over $1 billion in assets and have a team of experienced advisors with diverse backgrounds and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 30+ | 20+ years |
Financial Services Offered
PALISADE CAPITAL MANAGEMENT, LP offers a wide range of financial services to meet the diverse needs of their clients. This includes:
- Investment management
- Financial planning
- Wealth management
- Tax planning
- Estate planning
- Risk management
Client Types
PALISADE CAPITAL MANAGEMENT, LP serves a variety of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Institutional investors
Fees & Compensation
PALISADE CAPITAL MANAGEMENT, LP maintains a transparent fee structure and prides themselves on providing cost-effective services to their clients. They may charge a percentage of assets under management, an hourly fee, or a flat fee depending on the services provided.
Background
PALISADE CAPITAL MANAGEMENT, LP was founded in 1998 by a team of experienced financial professionals who wanted to provide personalized and comprehensive financial services to their clients. They have since grown into a highly reputable firm with a strong presence in the financial market.
Financial Advisor Disclosures to Know
PALISADE CAPITAL MANAGEMENT, LP is a registered investment advisor with the Securities and Exchange Commission (SEC). They are required to provide full disclosure of any potential conflicts of interest or disciplinary actions taken against them. Clients can access this information on the SEC’s Investment Adviser Public Disclosure website.