Palisades Hudson Asset Management LP

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Palisades Hudson Asset Management LP ✚
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) Copy

CIK	Period
0001388443	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001388443

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
	AbbVie Inc	0.7
	American Express Co	0.7
	Intuit Inc	0.6
	YUM Brands Inc	0.6
	C H Robinson Worldwide Inc	0.6
	PNC Financial Services Group Inc	0.6
	Ingersoll-Rand PLC	0.6
	AMB Property Corp	0.6













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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
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

Comparable Firms	State	AUM
Patten and Patten Inc ✚	TN	2,210.8 M
RAGA Partners LP ✚	NY	2,195.5 M
Abacus Planning Group Inc ✚	SC	2,155.8 M
Parabellum Capital LLC ✚	NY	1,940.6 M
SP Asset Management LLC ✚	CA	1,895.4 M
Monogram Capital Management LP ✚	CA	1,788.3 M
Aegis Capital Corp ✚	NY	1,777.6 M
Curated Wealth Partners LLC ✚	CA	1,762.0 M
Tailwind Advisors LLC ✚	TX	1,674.0 M
Sargent Investment Group LLC ✚	MD	1,475.8 M

Palisades Hudson Asset Management LP

Assets, Funds, Holdings