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2321 Rosecrans Avenue Suite 1260, El Segundo, CA 90245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-20 |
Branch Locations
2321 Rosecrans Avenue Suite 1260, El Segundo, CA 90245 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palisades Investment Partners | Santa Monica | CA | 09/2004 | Present |
| Pacific Income Advisors | Santa Monica | CA | 01/2019 | Present |
| Palisades Investment Partners, Llc | Santa Monica | CA | 08/2020 | Present |
Sub-Advisor; Pacific Income Advisors; Investment Related: Yes; Location: 1299 Ocean Avenue, Suite 200, Santa Monica, CA 90401; Description of the business: Pacific Income Advisors is a SEC registered institutional investment advisor.; Responsibilities Duties: Palisades Investment Partners will sub-advise Pacific Income Advisors' small cap core investment strategy.; Start date with business: 2021-05-13; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
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