Dennison Theodore Veru

Palisade Capital Management, LP

24 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement Planning

Palisade Capital Management, LP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,958 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$4.2B

Fee Structure

Minimum Investment:$3M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.25%
$10.0M - $20.0M	1.00%
$20.0M - $30.0M	0.90%
$30.0M - $40.0M	0.75%
$40M+	0.60%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

One Bridge Plaza, Suite 695, Fort Lee, NJ, 07024

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2002

Denied

Customer Dispute

March 1999

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Dennison is a member of the board of directors for Brickell Biotech, Inc. since 2012 and BioCancell, LTD. since 2016, dedicating a few hours per week to each. Dennison is also the grantor/trustee of four trusts, spending minimal time administering them.

Employment History

Current Registrations

Palisade Capital Management, LP

January 2001 - Present · 25 yrs 1 mo

State Registrations17 states

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Advisor

Exams

No exam information available for this advisor.