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PALM VALLEY CAPITAL MANAGEMENT
PALM VALLEY CAPITAL MANAGEMENT LLC
CRD 299896 · SEC 801-114514
422 JACKSONVILLE DRIVE, JACKSONVILLE BEACH, FL, 32250, United States
Phone
904-747-2345
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.6M
Discretionary AUM
$281.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $222.6M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD