PALISADE CAPITAL MANAGEMENT, LP

1 Bridge Plaza North
Suite 1095
Fort Lee, New Jersey 07024-7102
Tel: (201) 585-7733

About PALISADE CAPITAL MANAGEMENT, LP

PALISADE CAPITAL MANAGEMENT, LP, formally registered with the SEC as PALISADE CAPITAL MANAGEMENT, LP. The firm was established in 02/07/1995. They have over 1 offices throughout the country.

PALISADE CAPITAL MANAGEMENT, LP is a Fort Lee, New Jersey based Financial Planning firm with nearly $4,243,411,081 assets under management, offering retirement planning & investment advisory services to 2374 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104581
SEC#	801-48401
Assets Managed by Firm	$4,243,411,081
No. of Clients	2374
No. of Advisors	40

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (PORTFOLIO MANAGEMENT FOR WRAP ACCOUNT, SMA, AND UMA PROGRAMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2374	$4,243,411,081
Individuals (other than high net worth individuals)	1299	$391,366,703
High net worth individuals	488	$1,473,217,994
Pension and profit sharing plans	18	$679,328,671
Charitable organizations	48	$110,749,794
Other investment advisers	Fewer than 5 clients	$2,196,203
Corporations or other businesses	123	$297,675,689

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