# PALISADE INVESTMENTS, LLC

PALISADE INVESTMENTS, LLC of ZEPHYR COVE, NV is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 124776
- Type: SEC-registered investment adviser
- SEC file number: 801-80001
- Location: 625 HIGHWAY 50, SUITE 301, ZEPHYR COVE, NV, 89448-3049
- Phone: 775-299-4600
- Latest filing: 2026-07-16
- Regulatory AUM: $652.7M
- Discretionary AUM: $325.6M
- Non-discretionary AUM: $327.1M
- Clients: 8
- Accounts: 1,214

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Robin Desota | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| DESOTA ROBIN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-10-07 | regulatory | INCOMPLETE EVIDENCE OF ALL REQUIRED BOOKS & RECORDS, INCOMPLETE EVIDENCE OF THE ANNUAL OFFER OF FORM ADV, MISFILING ANNUAL UPDATING AMENDMENTS FOR ADV | Final | $5K |
| 2011-10-07 | regulatory | INCOMPLETE EVIDENCE OF ALL REQUIRED BOOKS & RECORDS,INCOMPLETE EVIDENCE OF THE ANNUAL OFFER OF FORM ADV, MISFILING ANNUAL UPDATING AMENDMENTS FOR ADV | Final | $5K |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| RENO | NV | 3 | 8668654558 |
| LAS VEGAS | NV | 1 | 7024761565 |
| — | — | 1 | 425-489-7868 |
| DENVER | CO | 1 | 303-694-4015 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124776/similar
- Related entities: https://search.stillhousedata.com/firm/124776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124776

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.