PALM VALLEY CAPITAL MANAGEMENT
SEC RegisteredDISCIPLINED FOCUSED ON ABSOLUTE RETURNS PROCESS
About the firm
Palm Valley Capital Management was founded on the bedrock of an absolute return investment process. Their goal is to deliver an attractive return over a full market cycle, consisting of both a bull and bear market, and they will only assume risk when adequately compensated. They are small cap value investors with a disciplined investment process centered on buying good businesses at good prices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Small cap value investing through the Palm Valley Capital Fund, focused on achieving an attractive absolute return over a full market cycle by buying good businesses at good prices
Who they serve
Investment advisers and individual investors who want to purchase the Palm Valley Capital Fund (PVCMX)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | $24M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $10,000,000 | 1.00% |
| Over $10,000,000 | 1.00% |
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PALM VALLEY CAPITAL MANAGEMENT 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.