A complete list of active advisors currently associated with Palisade Capital Management, LP

Warmer can help you find a great advisor at Palisade Capital Management, LP or one who fits your needs even better.

Palisade Capital Management is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, corporate and government pension and profit‑sharing plans, insurance companies, and other pooled vehicles. In addition to separately managed accounts and private wealth services, the firm serves as sub‑adviser to mutual funds and provides advisory services to collective investment trusts and private funds. The firm’s stated investment approach is a research‑intensive, bottom‑up fundamental process applied across small‑cap core, small‑mid (SMID) cap core, focused equity, and a short‑duration convertible bond strategy, with due diligence on third‑party underlying managers where those investments are used. Portfolios are managed through separately managed accounts, wrap and model programs, and pooled vehicles; Palisade may negotiate performance‑based fee arrangements for institutional mandates and uses an internal employee vehicle (AAIF) to incubate and co‑trade strategies. Noteworthy features for a multi‑team firm of this size include explicit subadvisory roles to named State Street mutual funds and an ongoing advisory role to the Palisade Capital Master Collective Investment Trust (including Palisade Capital Small Cap Core Collective Fund and Palisade Capital Small‑Mid Cap Core Equity Collective Fund). The firm also discloses that it is a woman‑led, WBENC‑certified enterprise, acts as managing member of AAIF, operates as a private‑fund adviser, offers performance‑based fee structures, notes an exemption from CPO registration under CEA Rule 4.13(a)(3), and discloses the use of paid lead‑generation referrals—conditions that the brochure identifies as creating specific side‑by‑side management and disclosure considerations.

To learn more about the advisors currently working at Palisade Capital Management, LP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.