PALISADE INVESTMENT PARTNERS LIMITED

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UUIDa51f9694-0170-5b28-bd2b-216366041abc

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:00

Updated2025-10-23 02:24:28

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	172731	172731	—	1.0
sec_file_number	802-131195	802-131195	—	—

Profile

Websitehttps://www.linkedin.com/company/palisade-investment-partners/

HQ CitySYDNEY

HQ StateNone

HQ CountryAustralia

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)—
RAUM (discretionary)—
Actionable assets—
Accounts—

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM—

As of 2024-08-27 00:00:00 • Source ia09022025-exempt.xlsx

People

Name	Title	Role	Email	Evidence
GOULD, KAREN, ANGELA	DIRECTOR	OFFICER	—	{"filing_id": "2018308", "owner_id": "7306238", "source": "adv_part1", "table": "Schedule_A_B"}
HUGHES, RICHARD, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2018308", "owner_id": "7166129", "source": "adv_part1", "table": "Schedule_A_B"}
LLOYD, ROGER	CEO AND SHAREHOLDER	OFFICER	—	{"filing_id": "2018308", "owner_id": "6387606", "source": "adv_part1", "table": "Schedule_A_B"}
MACOUN, IAN	DIRECTOR AND SHAREHOLDER	OFFICER	—	{"filing_id": "2018308", "owner_id": "6387607", "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED	SHAREHOLDER	OFFICER	—	{"filing_id": "2018308", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PINNACLE INVESTMENT MANAGEMENT LIMITED	SHAREHOLDER	OFFICER	—	{"filing_id": "2018308", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
POSH NOMINEES PTY LIMITED	TRUSTEE	OFFICER	—	{"filing_id": "2018308", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RIGG, VICTORIA, HELEN	MANAGING DIRECTOR AND SHAREHOLDER	OFFICER	—	{"filing_id": "2018308", "owner_id": "6549591", "source": "adv_part1", "table": "Schedule_A_B"}
BATTERHAM, MONIQUE	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2018308", "owner_id": "7624988", "source": "adv_part1", "table": "Schedule_A_B"}
PALISADE OFFICERS SHAREHOLDING TRUST	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2018308", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
POSH WAREHOUSE CO PTY LTD	TRUSTEE - POSH WAREHOUSE TRUST	EMPLOYEE	—	{"filing_id": "2018308", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/ERA_ADV_Base_20250901_20250930.csv 2025-10-23 02:24:28 • csv
```
{
  "date_submitted": "09/29/2025",
  "filing_id": "2018308",
  "reg_type": "ERA"
}
```