Institutional
    SEC Registered

    The Palisades Group, LLC

    Registered investment advisor · Austin, Texas · CRD #165609

    Assets Under Management
    $27.8B
    Client Accounts
    15
    Employees
    90
    CRD Number
    165609
    Registration
    SEC Registered
    Custodian
    Computershare Trust Company, N.a.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Palisades Group, LLC

    The Palisades Group, LLC is a SEC-registered investment advisory firm headquartered in Austin, Texas, managing approximately $27.8B in regulatory assets across 15 client accounts. The firm's full regulatory record is filed with the SEC under CRD #165609.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Palisades Group, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is The Palisades Group, LLC's AUM?

    The Palisades Group, LLC reports approximately $27.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Palisades Group, LLC headquartered?

    The Palisades Group, LLC is headquartered in Austin, Texas.

    What is The Palisades Group, LLC's CRD number?

    The Palisades Group, LLC's CRD number is 165609. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Palisades Group, LLC manage?

    The Palisades Group, LLC manages approximately 15 client accounts according to its latest SEC filing.

    Is The Palisades Group, LLC SEC registered?

    Yes, The Palisades Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Texas

    Dimensional Fund Advisors LP
    Austin, TX · $1T AUM
    Fisher Investments
    Plano, TX · $386.7B AUM
    Victory Capital Management Inc.
    San Antonio, TX · $282.7B AUM
    Tpg Global Advisors, LLC
    Fort Worth, TX · $173.6B AUM
    Nb Alternatives Advisers LLC
    Dallas, TX · $160.2B AUM
    Tpg Capital Advisors, LLC
    Fort Worth, TX · $140.6B AUM
    See all top RIA firms in Texas →

    Research firms like The Palisades Group, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial