# Palisades Hudson Asset Management, L.P.

> Palisades Hudson Asset Management, L.P. is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 1998, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 109134
- Filed as: PALISADES HUDSON ASSET MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109134
- AdvisorCensus page: https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134

## Quick answers

**How is Palisades Hudson Asset Management, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Palisades Hudson Asset Management, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palisades Hudson Asset Management, L.P. located?**
Palisades Hudson Asset Management, L.P.'s principal office is in Fort Lauderdale, FL, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Palisades Hudson Asset Management, L.P. registered with the SEC or a state?**
Palisades Hudson Asset Management, L.P. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 109134.

**How much does Palisades Hudson Asset Management, L.P. manage?**
Palisades Hudson Asset Management, L.P. reports $1,839,337,921 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (42% discretionary).

**How have Palisades Hudson Asset Management, L.P.'s assets and staff changed since 2021?**
In the Form ADV data for Palisades Hudson Asset Management, L.P.: Regulatory assets under management: $1,307,768,226 in the October 2021 data and $1,839,337,921 in the October 2026 data, up 41%. Total employees: 17 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palisades Hudson Asset Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (42); corporations or other businesses not listed above (10).

**Which custodians does Palisades Hudson Asset Management, L.P. use?**
Palisades Hudson Asset Management, L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Goldman Sachs & Co. LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Palisades Hudson Asset Management, L.P. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109134

**What changed in Palisades Hudson Asset Management, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 14. Regulatory assets under management went from $1,655,681,302 to $1,839,337,921 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Goldman Sachs & Co. LLC
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,839,337,921
- Discretionary: $771,249,014
- Non-discretionary: $1,068,088,907

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $17,634,383 |
| High net worth individuals | 96 | $1,202,888,039 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $5,900,000 |
| Corporations or other businesses not listed above | 10 | $612,915,499 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 1998 (28 years)
- Employees: 14 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, NH, NJ, NY, OR, SC, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Austin, TX
- Hillsboro, OR
- Miami, FL
- Stamford, CT

### Websites listed on Form ADV (Item 1.I)
- [palisadeshudson.com](https://palisadeshudson.com)
- [palisadeshudson.substack.com](https://palisadeshudson.substack.com)
- [phentertainmentandsports.com](https://phentertainmentandsports.com)
- Facebook @PALISADESHUDSON
- Instagram @PALISADESHUDSON
- Instagram @ph_entertainmentandsports
- LinkedIn @PALISADES-HUDSON-FINANCIAL-GROUP-LLC
- X @PALISADESHUDSON
- YouTube @PalisadesHudson

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,307,768,226 | 17 | April 16, 2021 |
| October 2022 | $1,497,701,645 | 16 | March 15, 2022 |
| October 2023 | $1,376,025,123 | 18 | August 3, 2023 |
| October 2024 | $1,487,780,922 | 18 | April 29, 2024 |
| October 2025 | $1,655,681,302 | 16 | July 2, 2025 |
| October 2026 | $1,839,337,921 | 14 | March 18, 2026 |

Regulatory assets under management: $1,307,768,226 in the October 2021 data and $1,839,337,921 in the October 2026 data, up 41%.
Total employees: 17 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 14.
- Regulatory assets under management went from $1,655,681,302 to $1,839,337,921 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palisades Hudson Asset Management, L.P. (CRD 109134): Form ADV filing data as of October 2026.