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.

Palisade does not publicly detail a co-investment program. The firm's research record indicates exposure to buyout, expansion, and late-stage growth strategies, which in practice may include direct co-investments or fund commitments, but no specific policy or dedicated co-investment vehicle is disclosed.

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.

The firm operates predominantly through institutional separate accounts and private-wealth relationships, managing portfolios of individual securities. Altss research tags suggest Palisade also accesses buyout, expansion-stage, and growth-stage private investments, which could imply fund commitments, direct investments, or both, but the firm does not publish a breakdown of fund-of-funds activity versus direct mandates.

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.