Palisades Research Systems
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,400,000
Clients
14
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$385,714
About
Palisades Research Systems provides investment supervisory services to individual investors, trusts and pension funds, managing roughly $5.4 million across a small number of client accounts. Clients maintain accounts directly with the mutual fund custodian and the firm implements its programs by placing trades through those fund vehicles.
The firm uses a proprietary "Time Based Investing" methodology that emphasizes daily market re-evaluation and time-based diversification using no-load index, inverse index and money market mutual funds. Its programs move among long, short and cash positions (with varying exposure levels and program-specific leverage limits), and the firm’s discretion is limited to the timing of purchases and sales within those predefined programs.
Distinctive features include an explicit market-timing approach that is atypical for independently registered advisers, daily account supervision tied to the proprietary methodology, and the operational ability to trade all client accounts simultaneously at the same time and price through the chosen fund family. The firm also states it invests its own capital in the same programs it offers clients and does not take custody of client funds.
Client services
Portfolio management
Market timing
Expertise
Passive / index investing
Active portfolio management
Fee options
Account minimum: $39,000 Minimum fee: $130 to $195 minimum per quarter depending on program
Main office location
Palisades Research Systems
Culver City CA, United States
Number of offices
1
Most active in
Palisades Research Systems has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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