PALM CAPITAL GROUP LLC

PALM CAPITAL GROUP LLC is an SEC-registered investment adviser (CRD 333395). Regulatory assets under management: $77.2M.

Registration

• CRD: 333395
• Type: Registered investment adviser
• Phone: 917-480-8601
• Latest filing: 2026-03-31
• Regulatory AUM: $77.2M
• Discretionary AUM: $77.2M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search