PALISADE ASSET MANAGEMENT, LLC
B52
CRD 136089·SEC 801-64471·MINNEAPOLIS, MN
AUM
$1.27B
$1B+
Est. Revenue
$12.7M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $858.1M
'21 · $931.3M
'22 · $1.01B
'23 · $1.17B
'25 · $1.27B
'26 · $1.27B
'20'26
$858.1M → $1.27B▲ +48%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
100 SOUTH FIFTH STREET, SUITE 420MINNEAPOLIS, MN 55402
Business
100 SOUTH FIFTH STREET, SUITE 420MINNEAPOLIS, MN 55402
Edgar Recent Filings
13F-HR2026-04-14 · 0001434323-26-000002
13F-HR2026-02-13 · 0001434323-26-000001