Who We Are

Palisade has cultivated a culture of excellence, discipline, and focus since its establishment in 1995. The firm is independently owned and managed by its five principals, who collectively average over three decades in the investment industry. Private ownership allows us to take a long-term investment view and we believe that it supports our commitment to organizational and staff stability. Our independence drives our singular focus toward what we do best — deliver highly specialized investment advice and personalized service. Our principals lead by example and remain focused on maintaining a collaborative environment and a team whose interests are aligned with our clients’ interests.

Headquartered in Fort Lee, New Jersey, Palisade has approximately $4.2 billion of assets under management (including both discretionary and non-discretionary assets) as of March 31, 2023 and counts many of the largest institutional investors in the United States as clients.

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Our Team

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To do this, we focus on investing in companies where opportunity and value present themselves. To find these opportunities, we conduct intensive, bottom-up, fundamental research designed to identify companies that have—and can sustain—a competitive edge along with a strong management team that we believe can execute each issuer's growth strategy. We know the companies in our universes in excruciating detail—and only invest in those in which we truly believe.

Our Team

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• Core Equity
• Focused Equity
• Convertible Securities
• Private Wealth Management
• Private Equity
• Trading
• Operations, Finance & Information Technology
• Marketing & Investor Relations
• Legal, Compliance & Risk Management
• Administration