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.
Latest 13F Filing Activity
Palisade Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 218 equity positions with a total 13F market value of $4B. The fund increased holdings in Amphenol Corp. New, Nvidia Corporation, Easterly Govt PPTYS Inc. among other positions. Palisade Capital Management, LP reduced exposure to RB Global Inc., Primo Brands Corporation, Easterly Govt PPTYS Inc. among others.
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 |
Industry Allocation
Investment Team (21)
| Name | Role | Location | |
|---|---|---|---|
B Bernie Picchi | Managing Director | Fort Lee, NJ , United States | |
B Bill Lee | Partner, Senior Portfolio Manager, Convertible Strategies | Haworth, NJ , United States | |
B Brian Deitelzweig | MANAGING DIRECTOR OF TRADING | New York, NY , United States | |
 | Managing Director, Head of Business Development | Fort Lee, NJ , United States | |
C Claudio Giurgiu | Managing Director, Chief Technology Officer | New York, NY , United States | |
 | Partner, Associate Portfolio Manager, Palisade Capital Management, L.L.C. | New York, NY , United States | |
 | Vice President Business Development | Ann Arbor, MI , United States | |
 | Senior Vice President of Research | Fort Lee, NJ , United States | |
J Jack Feiler | President and Chief Information Officer | New York, NY , United States | |
 | Assistant Vice President | New York, NY , United States |