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Marc Howard Shapiro

Investment adviser representative at Palisade Capital Management, LP
22 yearsExperience
1 stateRegistered in
$3.9BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

22 years in the industry.

  1. Palisade Capital Management, LLCMar 2004 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Palisade Capital Management, LP

$3.9BAssets managed
1,754Clients
12Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2732099
Firm CRD
104581
Advisor's SEC record (opens in a new tab)
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