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Palisade Infrastructure

SEC Registered

PALISADE IS AN INDEPENDENT, GLOBAL INFRASTRUCTURE AND REAL ASSETS MANAGER

New York, NYhttps://palisadeinfrastructure.com929-562-2928
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
1

About the firm

Palisade is an independent, global infrastructure and real assets manager. Its primary focus is generating outstanding risk-adjusted returns for institutional and wholesale investors by investing in mid-market infrastructure and infrastructure adjacent assets in a sustainable manner.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

InfrastructureReal AssetsMid-market InvestingSustainabilityBattery Energy StorageInstitutional InvestmentWholesale Investment

Services

Investing in mid-market infrastructure and infrastructure adjacent assets in a sustainable manner, with a focus on generating risk-adjusted returns.

Who they serve

Institutional and wholesale investors, as well as financial advisers (wholesale clients within the meaning of section 761G of the Corporations Act 2001).

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$288M

Leadership

Roger Llewellyn Lloyd
AUTHORIZED OFFICER
Michael Frederick Reynolds
CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR
Palisade Investment Partners Americas Llc
SOLE OWNER
Palisade Investment Partners Limited
SOLE OWNER
Pinnacle Investment Management Limited
BENEFICIAL OWNER
Pinnacle Investment Management Group Limited
SOLE OWNER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#322412
SEC Number
801-128307
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Palisade Infrastructure has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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