PALISADES HUDSON ASSET MANAGEMENT, L.P.

CRD 109134File 801-55677

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.84B

Top 25% of cohort (national)

Discretionary AUM

$771.2M

Non-discretionary $1.07B

Clients

151

171 accounts

Employees

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
Website: https://www.instagram.com/ph_entertainmentandsports/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.