Clients
The Palisades Group serves 5 clients. The average client has about $5.56 billion with the firm.
- Other investment advisers94%
- Other4%
- Pooled investment vehicles5 clients2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $494,171,797 | 1.8% | $98.8M |
| Other investment advisers | Not reported | $26,165,881,257 | 94.2% | — |
| Other | Not reported | $1,123,016,580 | 4.0% | — |
| Total | 5 | $27,783,069,634 | 100% | $5.56B |
- Clients
- 5
- Regulatory AUM
- $494,171,797
- Share
- 1.8%
- Avg. per client
- $98.8M
- Clients
- Not reported
- Regulatory AUM
- $26,165,881,257
- Share
- 94.2%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $1,123,016,580
- Share
- 4.0%
- Avg. per client
- —
Total
- Clients
- 5
- Regulatory AUM
- $27,783,069,634
- Share
- 100%
- Avg. per client
- $5.56B
What it does
The Palisades Group provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
The Palisades Group advises 4 private funds.
4.2% of assets ($1.16B across 9 accounts) are managed with discretion; $26.63B across 6 accounts are not. 7% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Interests in residential mortgage loans and reo100%
Custodians
The Palisades Group’s client accounts are held mainly at Computershare Trust Company, N.A., with 1% of managed assets. The Palisades Group has custody of $18.1M for 1 clients.
- Computershare Trust Company, N.A.Computershare Trust Company, N.A. · Minneapolis, MN · $326.9M1%
- All other custodians$27.46B99%
Ownership and leadership
Cim Advisory Holdings TRS LLC owns 75% or more of The Palisades Group.
- Owns 75% or more of The Palisades Group, LLC
Cim Advisory Holdings TRS LLC
Control person · since December 2024
- Owns 75% or more of Cim Advisory Holdings TRS LLC
Chimera Investment Corporation
Control person · since October 2024
Leadership
- Phillip KardisPresident
- Subramaniam ViswanathanVice President and Treasurer
- Craig FisherGeneral Counsel and Chief Compliance Officer
- Jack MacdowellChief Investment Officer
Staff
- 90 employees
- 9 in advisory functions
Fees
The Palisades Group is paid through a percentage of assets under management, performance-based fees and other.
The Palisades Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, The Palisades Group has 2 offices, with 3 listed addresses across 3 states.
Illinois · 1 listed address
- 909 Davis Street, Evanston
New York · 1 listed address
- One Rockefeller Plaza, New York
Texas · 1 listed address
- 401 S. 1st Street, Suite 850, AustinHQ
Registration details
- Legal name
- The Palisades Group, LLC
- Headquarters
- 401 S. 1st Street, Suite 850, Austin, TX 78704
- Phone
- 512-361-2148
- Website
- Not reported
- SEC file
- 801-77293
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does The Palisades Group have?
The Palisades Group has 5 clients and manages $27.8 billion for them, as of May 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 May 2026
What services does The Palisades Group offer?
The Palisades Group provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does The Palisades Group use?
The Palisades Group’s separately managed account assets are held at Computershare Trust Company, N.A. (Minneapolis, MN), with $326,853,201. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 May 2026
How many financial advisors does The Palisades Group have?
The Palisades Group has 0 investment adviser representatives registered with state securities authorities, out of 90 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Palisades Group invest in?
At the end of its last fiscal year, The Palisades Group’s separately managed accounts held 100% interests in residential mortgage loans and reo. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Palisades Group?
The Palisades Group is owned through a holding company by Chimera Investment Corporation. Its direct owner is Cim Advisory Holdings TRS LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 May 2026
How does The Palisades Group get paid?
The Palisades Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file