Palisade Capital Management, LP
Palisade Capital Management, LP is an SEC-registered investment adviser and asset management firm headquartered in Fort Lee, New Jersey, serving clients throughout New Jersey, New York, and surrounding regions. Founded in 1995, Palisade offers fiduciary wealth management and institutional investment services with a disciplined, boutique approach. The firm employs approximately 40 professionals, with a focus on long-term client relationships and notable industry recognition, and caters to high-net-worth individuals, families, institutional investors, and accredited investors.
Investment Strategy
Palisade Capital Management combines institutional discipline with boutique client service. The firm emphasizes long-term growth while providing downside mitigation to help portfolios weather market volatility. Their approach is based on deep expertise in wealth management and institutional mandates, serving accredited investors and institutional clients through private funds and accounts. They leverage rigorous research and aim for steady returns and risk control, prioritizing the financial well-being and success of their clients.
Top Holdings
Equity Positions (218)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 1.77% | $62.4M | 631,649 | $14.89 | $98.75 | +$19.4M |
R RJF | RAYMOND JAMES FINL INC | 1.63% | $57.6M | 375,559 | $41.80 | $153.37 | +$4.4M |
M MLI | MUELLER INDS INC | 1.53% | $54.2M | 681,796 | $16.10 | $79.47 | +$239.8K |
I IDA | IDACORP INC | 1.51% | $53.4M | 462,923 | $79.69 | $115.45 | -$1.9M |
A AIT | APPLIED INDL TECHNOLOGIES IN | 1.51% | $53.4M | 229,554 | $62.70 | $232.45 | -$162.9K |