The Palisades Group, Llc
- Regulatory AUM
- $27.8B
- Discretionary
- $1.2B
- Clients
- 5
- Avg AUM / client
- $5.6B
- Accounts
- 15
- Employees
- 90
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Asset allocation (SMA assets by investment type)
as of May 08, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $494M | 1.78% |
| Other investment advisers | Fewer than 5 clients | $26.2B | 94.2% |
| Other | Fewer than 5 clients | $1.1B | 4.04% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $405M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aero Credit Opportunities Fund Ii, Lp | Real Estate Fund | Delaware | $189M | 11 |
| Aero Credit Opportunities Fund Iii, Lp | Real Estate Fund | Delaware | $103M | 10 |
| Acof Iii Civ 1, Lp | Real Estate Fund | Delaware | $71.0M | 7 |
| Aero Credit Opportunities Fund Iii Pf 1,Lp | Real Estate Fund | Cayman Islands | $41.7M | 2 |
| Aero Credit Opportunities Fund I, Lp | Real Estate Fund | Delaware | $228K | 16 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Macdowell, Jack, Lee | Chief Investment Officer | Sep 2012 (14y) | Less than 5% | |
| Fisher, Craig, Andrew | General Counsel And Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cim Advisory Holdings Trs Llc | Owner | Dec 2024 | A | 75% or more |
| Chimera Investment Corporation | Member | Oct 2024 | B | ≈ 56.25% – 100% via Cim Advisory Holdings Trs Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chimera Investment Corporation: 75% – 100% of Cim Advisory Holdings Trs Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (5, $405M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aero Credit Opportunities Fund Ii, Lp | Real Estate Fund | $189M | $1.0M | 11 |
| Aero Credit Opportunities Fund Iii, Lp | Real Estate Fund | $103M | $5.0M | 10 |
| Acof Iii Civ 1, Lp | Real Estate Fund | $71.0M | $5.0M | 7 |
| Aero Credit Opportunities Fund Iii Pf 1,Lp | Real Estate Fund | $41.7M | $5.0M | 2 |
| Aero Credit Opportunities Fund I, Lp | Real Estate Fund | $228K | $500K | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 2.1 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
- • Other fees
- • NEGOTIATED FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $462M (3% of AUM) Dec 2024
- Computershare Trust Company, N.A. $327M (1% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗