PALM VALLEY CAPITAL MANAGEMENT
  • PALM VALLEY CAPITAL MANAGEMENT
  • PALM VALLEY CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date 01/13/2026
Registration SEC, Approved, 01/28/2019
ADV Location JACKSONVILLE BEACH, FL, United States
Contact Info 904 xxxxxxx
Websites
AUM* 281,574,433 0%
of that, discretionary 281,574,433 0%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 25,597,676 -18%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

336M 288M 240M 192M 144M 96M 48M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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