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PALISADES HUDSON ASSET MANAGEMENT, L.P.
CRD 109134File 801-55677
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.84B
Top 25% of cohort (national)
Discretionary AUM
$771.2M
Non-discretionary $1.07B
Clients
151
171 accounts
Employees
14
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 29, 1998
- Principal office
- 200 SW FIRST AVENUE, SUITE 800, FORT LAUDERDALE, FL, 33301
- Phone
- 954-524-5552
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.84B
- Discretionary AUM
- $771.2M
- Non-discretionary AUM
- $1.07B
- Discretionary accounts
- 146
- Non-discretionary accounts
- 25
- Total accounts
- 171
- AUM per client
- $12.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $612.9M |
| High net worth individuals | 96 | $1.20B |
| Pooled investment vehicles | 3 | $5.9M |
| Individuals (other than high net worth individuals) | 42 | $17.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2026 | Clients | 154 | 151 | decreased by3 |
| Apr 1, 2026 | AUM | $1,655,681,302 | $1,839,337,921 | increased by$183,656,619 |
| Apr 1, 2026 | Accounts | 174 | 171 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 145 | 154 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,497,701,645 | $1,655,681,302 | increased by$157,979,657 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 163 | 174 | increased by11 |
| Apr 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2022 | Clients | 148 | 145 | decreased by3 |
| Apr 1, 2022 | AUM | $1,307,768,226 | $1,497,701,645 | increased by$189,933,419 |
| Apr 1, 2022 | Accounts | 165 | 163 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALISADES HUDSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALISADES HUDSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.