President · The Palisades Group, LLC
Phillip J. Kardis
CRD 8057775 · Named on Form ADV at one SEC-registered adviser
At a glance
The Palisades Group, LLC, an SEC-registered asset manager based in Austin, TX with $27.8 billion in regulatory assets, lists Phillip J. Kardis on its Form ADV as President, a control person.
Firms and roles
- The Palisades Group, LLCPresidentAsset manager · Austin, TX · $28B in regulatory assets
AtlasMembers
Phillip’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jack L. MacdowellChief Investment Officer, The Palisades Group, LLC
- Craig A. FisherGeneral Counsel and Chief Compliance Officer, The Palisades Group, LLC
- Subramaniam ViswanathanVice President and Treasurer, The Palisades Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phillip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.