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PALISADE CAPITAL MANAGEMENT, LP
PALISADE CAPITAL MANAGEMENT, LP
FORT LEE, New Jersey
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8 registered advisors
·
CRD# 104581
SEC# 801-48401
0
(201) 585-7733
01
Firm Overview
AUM
$4.2B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PALISADE CAPITAL MANAGEMENT, LP
8 registered advisors
Alison Anne Berman
FORT LEE, New Jersey
CRD# 3222624
Bradley Robert Goldman
FORT LEE, New Jersey
CRD# 5263145
Dennison Theodore Veru
FORT LEE, New Jersey
CRD# 1173168
Jack Feiler
FORT LEE, New Jersey
CRD# 205603
Jeffrey David Serkes
FORT LEE, New Jersey
CRD# 5310797
Martin Lawrence Berman
FORT LEE, New Jersey
CRD# 1037758
Michael Ian Feiler
FORT LEE, New Jersey
CRD# 1969985
Steven Edward Berman
FORT LEE, New Jersey
CRD# 1634736
05
Office Locations
FORT LEE, New Jersey
8 advisors
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Data sourced from SEC Form ADV filings. PALISADE CAPITAL MANAGEMENT, LP (CRD# 104581) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.