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| Palisades Hudson Asset Management LP
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|---|---|
| CRD # | 109134 |
| SEC # | 801-55677 |
| CIK # | 0001388443 |
| AUM | 1,839.3 M (2026-03-18) |
| Employees | 14 (100% Investors, 0% Brokers) |
| Phone | 954-524-5552 |
| Address | 200 SW First Avenue Fort Lauderdale, FL 33301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.3 | ||
| Amazon Com Inc | 2.4 | ||
| Alphabet Inc | 2.0 | ||
| Alphabet Inc | 1.3 | ||
| Goldman Sachs Group Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Tesla Motors Inc | 1.1 | ||
| Steel Dynamics Inc | 0.9 | ||
| Visa Inc | 0.9 | ||
| Mastercard Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Ph Investors TPG Asia VII LLC | [2019-03-27] | 4.0 M | 3.7 M |
| Filed 2018-01-31 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ph Investors THL VII LLC | [2016-03-29] | 6.5 M | 1.9 M |
| Filed 2016-03-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ph Investors Riverstone Energy II LLC | [2015-03-27] | 4.3 M | 3.8 M |
| Filed 2014-09-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Ph Investors Co-Investment Opportunity LLC | [2012-02-02] | ||
| PE | Ph Investors Riverstone/Carlyle Energy Fund LLC | [2012-02-02] | ||
| PE | Ph Investors THL VI LLC | 2012-02-02 | ||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 17.6 |
| (b) Individuals (high net worth individuals) | 96 | 1,202.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 5.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 612.9 |
| (n) Other | 0 | 0.0 |
| Total | 171 | 1,839.3 |
| By Discretionary | ||
| Discretionary | 146 | 771.2 |
| Non-Discretionary | 25 | 1,068.1 |
| Total | 171 | 1,839.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.3 | |
| United States Persons | 1,826.0 | |
| Total | 171 | 1,839.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Paul Jacobs | Executive Officer | 6 | 2 | |
| Shomari Hearn | Executive Officer | 3 | 1 | |
| Palisades Hudson Asset Management LP | Executive Officer, Promoter | 3 | 1 | |
| Palisades Hudson Asset Management Inc | Promoter | 3 | 1 | |
| Larry Elkin | Executive Officer | 3 | 1 | |
| Eric Meermann | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001388443] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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