$3.9B Total AUM
$3.9B Disc. AUM
-2.7% 3Y CAGR
42 Employees
1,770 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- UnisonHorizon oak +more
- Established Date
- 02-07-1995
- Office Locations
- 4
Office Locations
1 Bridge Plaza North Suite 1095 Fort LEE NJ
ONE Bridge Plaza Suite 695 Fort LEE NJ
-- Fort LEE NJ
About Palisade Capital Management, LP
Palisade Capital Management is a New Jersey-based investment management firm serving private wealth clients and institutional investors across NJ/NY. The team pairs institutional discipline with boutique service, focusing on long-term growth with downside mitigation to help portfolios navigate volatility. Notably, the firm has been recognized by CNBC among the nation’s Top 100 Financial Advisors in five of the past six years (2020–2023, 2025).
Team overview
54 AVG AGE
$257.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
11.4 yrs AVG TENURE
42 Employees
15 Advisory Reps
13 RIA Reps
31yrs Firm Age
Insights
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Accredited Investors
Value Unison
Asset Classes
Oak quantum Glacier Insight legacy Delta Bridge Wave foundation Frontier foundation Signal alpha Glacier Prime
Client Personas
Atlas glacier Signal
Custodian
Peak atlas Radial glacier Oak insight Wave Pathway Bridge timber North Radial delta Foundation ridge Fusion Pioneer zenith Meridian alpha Vector Pioneer Insight ember Glacier Alpha unison Alpha
Fund Managers
Matrix capital
Investment Themes
Summit horizon Bridge Vector Horizon frontier
Investment Vehicles
Vertex eagle Frontier matrix
Platform
Prime Fusion optima Vertex
Services
Pathway Optima Insight beacon Glacier delta Alpha quantum Momentum North Fusion meridian Zenith Vital
Technology
Element Insight prime Vertex Radial insight
Owner & Executives
ALISON ANNE BERMAN
Chief Executive Officer, Managing Partner, Owner, President
- CRD
- #3222624
- Ownership
- Less than 5%
(319) 400-5786
ridge.vertex@glaciercapital.com
in linkedin.com/in/meridian-frontier
MICHAEL IAN FEILER
Financial Advisor, Managing Director, PARTNER
- CRD
- #1969985
- Ownership
- Less than 5%
(422) 202-8604
pathway.signal@unisoncapital.com
in linkedin.com/in/quantum-delta
A
Alpha catalyst
Horizon value atlas
- CRD
- #89500
- Ownership
- 4.6%
(724) 764-7943
frontier.signal@momentumcapital.com
in linkedin.com/in/oak-zenith
Showing 2 of 5 owners & executives
Unlock allContacts
CHRISTOPHER EDWARD HENDERSON
Managing Director
- CRD
- #2785530
(837) 886-5130
momentum.north@vertexcapital.com
in linkedin.com/in/atlas-eagle
WAILAM WILLIAM LEE
Principal
- CRD
- #2490765
(898) 519-6562
pathway.delta@harborcapital.com
in linkedin.com/in/glacier-foundation
I
Insight alpha
Crest foundation
- CRD
- #85920
(695) 452-4778
delta.quantum@peakcapital.com
in linkedin.com/in/catalyst-beacon
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,859,655,533 | $1,714,640 |
| Non-Discretionary | $2,840,301 | $1,420,151 |
| Total | $3,862,495,834 | $1,714,379 |
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Separately Managed Accounts
Total SMA Asset: $3,622,465,777
Equity - Exchange:
10.8% Corporate - Non-Investment Grade:
22.8% U.S. Government/Agency:
5.0% Cash:
18.9% Corporate - Investment Grade:
19.7% Derivatives:
11.1% Municipal Bonds:
4.1% Public Funds:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $627,248,556 | 10.8% |
| Corporate - Non-Investment Grade | $1,324,191,396 | 22.8% |
| U.S. Government/Agency | $290,392,850 | 5.0% |
| Cash | $1,097,684,973 | 18.9% |
| Corporate - Investment Grade | $1,144,147,829 | 19.7% |
| Derivatives | $644,672,127 | 11.1% |
| Municipal Bonds | $238,122,137 | 4.1% |
| Public Funds | $441,397,132 | 7.6% |
| Total | $5,807,857,000 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER OPTIMA NORTH | SIGNAL PRIME | JAWVJU3M0 | WIU | 9.55% | $53,866,189 |
| INSIGHT VALUE CREST | TIMBER PRIME | GEZ3ASZXX | PCGXZ | 10.33% | $73,169,623 |
| EAGLE DELTA | SIGNAL NORTH | GK9I36NWL | EQALT | 8.38% | $87,914,336 |
| LEGACY TIMBER | OPTIMA CAPITAL | SVW7KVV26 | EQXZ | 11.27% | $83,104,551 |
| ATLAS BEACON | FOCUS TIMBER | 7PBQLHNYM | SWXML | 2.44% | $115,240,391 |
| FOCUS OAK CREST | OAK VITAL | TJ5M9ZMU7 | NEDA | 1.41% | $89,844,466 |
| TIMBER GLACIER | RIDGE TIMBER | LBH71G17R | NAA | 6.94% | $22,590,889 |
| PIONEER ATLAS VERTEX | ALPHA OPTIMA | ZNE31HENE | AUK | 8.67% | $81,716,489 |