The Palisades Group, LLC

Overview

The Palisades Group, LLC is an SEC registered investment adviser based in Austin, TX, registered since 2012. It reports $27.8B in assets under management across 15 accounts, with 90 employees.

Reported AUM

$27.8B

Discretionary

4%

Accounts

15

Average account

$1.9B

Employees

90

Registered since

2012

Jurisdictions

3

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Pooled Investment Vehicles

Fee structure

Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Phillip J Kardis President CRD 8057775
• Craig Andrew Fisher General Counsel, Chief Compliance Officer CRD 5052362
• Jack Lee Macdowell Chief Investment Officer CRD 4269131

1 more executive officer, with direct contact details

Location

Headquarters

401 S 1st St Unit 850
Austin, TX 78704

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: palisades-group.com

Every state, with registration dates

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