|
⚲
|
| Palisades Hudson Asset Management LP
✚
| |
|---|---|
| CRD # | 109134 |
| SEC # | 801-55677 |
| CIK # | |
| AUM | $1.5 BB (2024-03-20) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 954-524-5552 |
| Address | 200 SW First Avenue Fort Lauderdale, FL 33301 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Ph Investors TPG Asia VII LLC | [2019-03-27] | 4.0 | 4.3 |
| PE | Ph Investors THL VII LLC | [2016-03-29] | 6.5 | 2.8 |
| PE | Ph Investors Riverstone Energy II LLC | [2015-03-27] | 4.3 | 4.8 |
| PE | Ph Investors Co-Investment Opportunity LLC | [2012-02-02] | 0.0 | |
| PE | Ph Investors Riverstone/Carlyle Energy Fund LLC | [2012-02-02] | 0.0 | |
| PE | Ph Investors THL VI LLC | 2012-02-02 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 45.4 |
| (b) Individuals (high net worth individuals) | 85 | 962.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 4.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 474.6 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 1,487.8 |
| By Discretionary | ||
| Discretionary | 151 | 683.6 |
| Non-Discretionary | 25 | 804.2 |
| Total | 176 | 1,487.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 33.4 | |
| United States Persons | 1,454.3 | |
| Total | 176 | 1,487.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Jacobs | 6 | ||
| Palisades Hudson Asset Management LP | 3 | ||
| Shomari Hearn | 3 | ||
| Larry Elkin | 3 | ||
| Palisades Hudson Asset Management Inc | 3 | ||
| Eric Meermann | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Abacus Planning Group Inc
✚
|
SC | 1.7 |
|
Requisite Capital Management LLC
✚
|
TX | 1.7 |
|
Validus Capital LLC
✚
|
CA | 1.6 |
|
Cordoba Advisory Partners LLC
✚
|
NY | 1.5 |
|
QP Global Family Offices LLC
✚
|
CT | 1.5 |
|
Belzberg Investments LLC
✚
|
NY | 1.5 |
|
Tailwind Advisors LLC
✚
|
TX | 1.5 |
|
Parabellum Capital LLC
✚
|
NY | 1.4 |
|
SP Asset Management LLC
✚
|
CA | 1.4 |
|
Aegis Capital Corp
✚
|
NY | 1.3 |