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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: New York / Tri-State HQ: Fort Lee, NJ

Palisade Capital Management

$3.9B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($383.0M parsed USD across disclosed rows) across disclosed strategy exposure in Private Credit, Buyout, Real Estate, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$383.0M
Total AUM: $3.9B
Median Disclosed Amount
$22.2M
Range: $4.0M – $28.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Palisade Capital Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
R - Bridge Healthcare Fund IIAdviser 7.B Vehicle Private Credit 2025
$28.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pennybacker V LPAdviser 7.B Vehicle Real Estate 2025
$26.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hidden Harbor IIIAdviser 7.B Vehicle Buyout 2025
$24.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Empire Opportunistic Secondary Fund LPAdviser 7.B Vehicle Distressed / Special Situations 2024
$12.5M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Meadow Real Estate Fund V LPAdviser 7.B Vehicle Real Estate 2024
$23.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Palisade Capital Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Palisade Capital Management (Family Office / MFO, $3.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 17.2% Actual; $108.1M Unallocated Target Bandwidth). SEC Form ADV (801-48401, CRD #104581) verified $3.86B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Palisade Capital Management

430 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Palisade Capital Management (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Essex County Hoosac Bellingham Mutual & Casualty Insurance General Account

Insurance Company Salem, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Biotechnology Partners II (2022 Vintage)
Palisade Capital Management: $23.2M · SEC Form ADV 7.B
Essex County Hoosac Bellingham Mutual & Casualty Insurance General Account: $88.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Angelo Gordon VI (2022 Vintage) · TPG Biotech V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account

Insurance Company Gloucester, MA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Angelo Gordon VI (2022 Vintage)
Palisade Capital Management: $22.2M · SEC Form ADV 7.B
Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account: $36.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Biotechnology Partners II (2022 Vintage) · TPG Biotech V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 6 Shared Vehicles

Choptank Camellia Osullivan Mutual & Casualty Insurance General Account

Insurance Company Mid-Atlantic / DC Metro
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
TPG Biotech V (2022 Vintage)
Palisade Capital Management: $20.2M · SEC Form ADV 7.B
Choptank Camellia Osullivan Mutual & Casualty Insurance General Account: $74.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: TPG Biotechnology Partners II (2022 Vintage) · TPG Angelo Gordon VI (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+427 Additional Institutional LPs Report Shared Vehicles with Palisade Capital Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Palisade Capital Management

You are viewing 5 open public preview records (out of 20 total tracked records for Palisade Capital Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (430 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Palisade Capital Management

Private Credit LPs →Buyout LPs →Real Estate LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Palisade Capital Management

What type of institutional allocator is Palisade Capital Management and what is their typical disclosed ticket size?

Palisade Capital Management is categorized under Family Office / MFO (Regional Roadshow Hub: New York / Tri-State; Headquarters: Fort Lee, NJ). Across 20 historical disclosure records tracked on Prilago ($383.0M total parsed USD across disclosed rows), the median disclosed amount is $22.2M (range: $4.0M to $28.4M).

Which private-market strategies appear in Palisade Capital Management's public disclosures?

Palisade Capital Management has disclosed records across Private Credit, Buyout, Real Estate, Venture Capital, Distressed / Special Situations. Open preview records include R - Bridge Healthcare Fund II (2025 Vintage), Pennybacker V LP (2025 Vintage), Hidden Harbor III (2025 Vintage), Empire Opportunistic Secondary Fund LP (2024 Vintage).

How are Palisade Capital Management's historical records substantiated and separated from active searches on Prilago?

Records for Palisade Capital Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Palisade Capital Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/palisade-capital-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Palisade Capital Management?

In Prilago's bilateral commitment graph, Palisade Capital Management shares resolved underlying fund vehicles with 430 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Essex County Hoosac Bellingham Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. TPG Biotechnology Partners II (2022 Vintage)), Cape Ann Camellia Pendleton Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. TPG Angelo Gordon VI (2022 Vintage)), Choptank Camellia Osullivan Mutual & Casualty Insurance General Account (6 shared vehicles, e.g. TPG Biotech V (2022 Vintage)).

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