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Mark Kalman Berman

PALISADE CAPITAL MANAGEMENT LLC·FORT LEE, New Jersey
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1 BRIDGE PLAZA NORTH, FORT LEE, NJ 07024-7102CRD# 3222621Firm CRD# 104581
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About

Mark Kalman Berman is a registered financial advisor based in FORT LEE, New Jersey, affiliated with PALISADE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
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Firm Overview

Firm
PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT, LP
AUM
$4.2B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at PALISADE CAPITAL MANAGEMENT, LP →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3222621
Firm CRD# 104581
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Kalman Berman offer?
Mark Kalman Berman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FORT LEE, New Jersey for a consultation.
What are Mark Kalman Berman's credentials?
Mark Kalman Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Kalman Berman located?
Mark Kalman Berman is based in FORT LEE, New Jersey, working with PALISADE CAPITAL MANAGEMENT LLC. Their office serves clients in the FORT LEE metropolitan area and surrounding communities.
How does Mark Kalman Berman charge for services?
Mark Kalman Berman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALISADE CAPITAL MANAGEMENT LLC?
PALISADE CAPITAL MANAGEMENT LLC has approximately 40 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT LEE
Martin Lawrence Berman — PALISADE CAPITAL MANAGEMENT LLCSteven Edward Berman — PALISADE CAPITAL MANAGEMENT LLCDennison Theodore Veru — PALISADE CAPITAL MANAGEMENT, LPJeffrey David Serkes — PALISADE CAPITAL MANAGEMENT LLCJack Feiler — PALISADE CAPITAL MANAGEMENT LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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