Palisade Americas Management Llc
- Regulatory AUM
- $288M
- Discretionary
- $288M
- Clients
- 1
- Avg AUM / client
- $288M
- Accounts
- 1
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $288M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lloyd, Roger, Llewellyn | Authorized Officer | Apr 2022 (4y) | Less than 5% | |
| Reynolds, Michael, Frederick | Chief Compliance Officer, Managing Director | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Palisade Investment Partners Americas Llc | Sole Owner | Apr 2022 | A | 75% or more |
| Palisade Investment Partners Limited | Sole Owner | Apr 2022 | B | ≈ 56.25% – 100% via Palisade Investment Partners Americas Llc |
| Pinnacle Investment Management Group Limited | Sole Owner | Apr 2022 | B | ≈ 10.55% – 50% via Pinnacle Investment Management Limited |
| Pinnacle Investment Management Limited | Beneficial Owner | Apr 2022 | B | ≈ 14.06% – 50% via Palisade Investment Partners Limited |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Palisade Investment Partners Limited: 75% – 100% of Palisade Investment Partners Americas Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Pinnacle Investment Management Group Limited: 75% – 100% of Pinnacle Investment Management Limited × 25% – 50% of Palisade Investment Partners Limited × 75% – 100% of Palisade Investment Partners Americas Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Pinnacle Investment Management Limited: 25% – 50% of Palisade Investment Partners Limited × 75% – 100% of Palisade Investment Partners Americas Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗