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Palace Capital Management LLC (Santa Fe)


Palace Capital Management LLC is an adviser based in Santa Fe. It manages $48.48 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New Mexico.

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Palace Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Palace Capital Management: assets under management

The assets under management (AUM) of Palace Capital Management LLC is $48.48 million. The firm's AUM has grown by 546% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.48 million in discretionary accounts and $27.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $27.99 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palace Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where Palace Capital Management LLC performs its advisory services is located at 504 E. Palace Avenue, Santa Fe, NM 87501 The mailing address of the firm is P.O. Box 2322, Santa Fe, NM 87504. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-984-9143 or by fax 505-986-8427. The normal business hours are 8:30 mst - 5:00 mst on Monday - Friday. You can find more information about the New York firm at www.palacecap.com.


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