Palm Capital Group LLC

Palm Capital Group provides discretionary portfolio management primarily to high‑income and high‑net‑worth individuals, and also works with charitable organizations and certain business clients. The firm builds and manages accounts using equity, debt and options securities and generally serves a small, select client base with a typical account minimum around $1,000,000.

The adviser follows a bottom‑up value investing process, using fundamental and technical analysis to identify undervalued companies and construct concentrated portfolios of roughly 10–25 holdings with a multi‑year time horizon. Accounts are managed on a discretionary basis with daily monitoring and trade execution through Interactive Brokers; the firm does not engage in soft‑dollar arrangements.

A notable feature of the firm is that it offers performance‑based fee arrangements to qualified clients subject to high‑water‑mark provisions and has policies to address the conflicts that can arise when managing performance‑fee and asset‑based accounts side‑by‑side. The combination of providing performance‑fee structures, serving both private and certain institutional/business clients, and emphasizing concentrated, value‑oriented equity portfolios distinguishes its practice from many independent, solo advisers.