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Palisade Capital Management
Palisade Capital Management is an SEC-registered investment adviser in Fort Lee, NJ, registered since 1995. The firm manages $3.9 billion in assets.
Palisade Capital Management
Palisade Capital Management is an SEC-registered investment adviser in Fort Lee, NJ, registered since 1995. The firm manages $3.9 billion in assets. It has 42 employees and 15 investment advisers.
General information
Firm type
Generic
Year founded
1995
Location
Region
North America
Country
United States
City
Fort Lee
Corporate office
Fort Lee, United States
Additional offices
Westchester, NY
Principals
Alison A. Berman
Managing Partner, President and Chief Executive Officer
Dennison T. Veru
Senior Partner and Chief Investment Officer
Michael Feiler
prominent leadership role on Private Wealth Management team
Martin L. Berman
Founder (deceased, 2018)
Steven E. Berman
Co-Founder
Jack Feiler
Co-Founder (deceased, 2026)
Frequently asked questions
Who runs investment decisions at Palisade Capital Management?
Senior Partner Dennison "Dan" T. Veru serves as Chief Investment Officer, a position he has held since joining the firm in 2000. He had previously worked with Palisade's founders from 1986 to 1992. The Operating Committee and senior management team maintain the firm's core investment approach, emphasizing bottom-up fundamental research and risk management.
How is Palisade Capital Management owned and governed?
The firm is independently owned by its leadership. In 2023, as part of a strategic growth plan, Palisade added nine new employee equity partners while also becoming a WBENC-Certified Women's Business Enterprise. Managing Partner, President and CEO Alison Berman, daughter of founder Martin Berman, leads the firm alongside Senior Partner and CIO Dan Veru and the Operating Committee.
What is Palisade's institutional client base?
Palisade manages assets for several of the nation's largest private companies and public institutions, according to the firm's own disclosures. Specific institutional client names are not publicly listed, but the firm describes its institutional heritage in individual security research and investment management as the foundation of its practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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