Palisade Investments, LLC
● SEC registered since 2014CRD 124776SEC# 801-80001Zephyr Cove, NV
Reg. AUM
$652.7M
Employees
8
Accounts
1,214
Location
Zephyr Cove, NV
Palisade Investments, LLC assets under management
Palisade Investments, LLC is an SEC-registered investment adviser based in Zephyr Cove, NV. The firm has been registered since 2014. It reports $652.7 million in regulatory assets under management and employs 8 people.
Palisade Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robin Desota Control | Managing Member | Over 75% | 2011 |
| Robin Desota Control | Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Palisade Investments, LLC manage?
Palisade Investments, LLC reports $652.7 million in regulatory assets under management on its Form ADV.
How many employees does Palisade Investments, LLC have?
Palisade Investments, LLC reports 8 employees.
Where is Palisade Investments, LLC located?
Palisade Investments, LLC is based in Zephyr Cove, NV and has been SEC-registered since 2014.
Does Palisade Investments, LLC disclose fund performance?
Palisade Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 625 Highway 50, Suite 301, Zephyr Cove, NV 89448-3049 |
| Phone | 775-299-4600 |
| Fax | 775-375-0178 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$652.7M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$652.7Mregulatory AUM
Discretionary $325.6MNon-discretionary $327.1M