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Alison Anne Berman

Palisade Capital Management, LP

Fort Lee, NJ

CRD 3222624

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Employer firm

Palisade Capital Management, LP CRD 104581

$3.86B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Palisade Capital Management, Lp

1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-11-08
  • NJ RA
    APPROVED
    Since 2017-11-08

Branch Locations

1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Palisade Capital Management, L.L.C. Fort Lee NJ 05/2011 Present
  • 05/2011 → Present
    Palisade Capital Management, L.L.C.
    Fort Lee, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-16
  • S65 Uniform Investment Adviser Law Examination
    2017-10-16
Other Names
  • Allison A Berman

View on SEC IAPD

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