Asset manager · Austin, TX
The Palisades Group, LLC
SEC-registered investment adviser · CRD 165609 · SEC 801-77293
At a glance
The Palisades Group, LLC is an SEC-registered investment adviser based in Austin, Texas, with $27.8 billion in regulatory assets under management as of its Form ADV filed May 8, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 313th of 3,218 asset managers and 695th of 17,210 SEC-registered advisers by assets.
Main office 512-361-2148palisades-group.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $28B
- Rank among asset managers
- #313 of 3,218
- Rank among all SEC RIAs
- #695 of 17,210
- Rank in Texas
- #28 of 1,081
- Clients
- 5
- Accounts
- 15
- Discretionary
- 4% of AUM
- Employees
- 90
- Advisory staff
- 9
- Offices
- 3
Owners and executives on its Form ADV
- Jack L. MacdowellChief Investment Officer
- Craig A. FisherGeneral Counsel and Chief Compliance Officer
- Subramaniam ViswanathanVice President and Treasurer
- Phillip J KardisPresident
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $26B | 94% |
| Other | – | $1.1B | 4% |
| Pooled investment vehicles | 5 | $494M | 2% |
Private funds
The Palisades Group, LLC reports 4 private funds with $167M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
The Palisades Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗palisades-group.com ↗
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The full record on The Palisades Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 386 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does The Palisades Group, LLC manage?
The Palisades Group, LLC reports $27.8 billion in regulatory assets under management across 15 accounts, 4% of it on a discretionary basis, on its Form ADV filed May 8, 2026.
What kind of firm is The Palisades Group, LLC?
The Palisades Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are The Palisades Group, LLC’s clients?
By assets, its largest client types are other investment advisers ($26.2 billion); other ($1.1 billion); pooled investment vehicles ($494 million, 5 clients).
Does The Palisades Group, LLC manage private funds?
Yes. It reports 4 private funds with $167 million in gross assets, including real estate funds.
Does The Palisades Group, LLC have any disciplinary history?
The Palisades Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is The Palisades Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →