Data / Investment advisers / Florida / Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P., Fort Lauderdale, FL: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Palisades Hudson Asset Management, L.P. is an SEC registered investment adviser with its main office in Fort Lauderdale, Florida and reports $1.8 billion in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
The request: Watch Palisades Hudson Asset Management, L.P. (CRD number 109134): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109134
- SEC file number
- 801-55677
- SEC status
- Approved, effective June 29, 1998
- Main office
- 200 SW First Avenue Suite 800, Fort Lauderdale, FL 33301
- Phone
- (954) 524-5552
- Regulatory AUM
- $1,839,337,921 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $771,249,014
- Non discretionary AUM
- $1,068,088,907
- Accounts
- 171
- Employees
- 14, of which 14 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $9,379,197
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $1.20 billion |
| Corporations or other businesses | 10 | $612.9 million |
| Individuals (other than high net worth individuals) | 42 | $17.6 million |
| Pooled investment vehicles | 3 | $5.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.84 billion | March 18, 2026 |
| December 1, 2025 | $1.66 billion | July 2, 2025 |
Other advisers in Fort Lauderdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Imperial Fund Asset Management LLC | Fort Lauderdale | $6.84 billion | 4 | adviserinfo.sec.gov |
| Sound Income Strategies, LLC | Fort Lauderdale | $4.18 billion | Not listed | adviserinfo.sec.gov |
| Provenance Wealth Advisors | Fort Lauderdale | $3.63 billion | Not listed | adviserinfo.sec.gov |
| HOLDCO Asset Management, LP | Fort Lauderdale | $2.76 billion | 4 | adviserinfo.sec.gov |
| Occudo Quantitative Strategies LP | Fort Lauderdale | $2.22 billion | 1 | adviserinfo.sec.gov |
| Infinitum Asset Management, LLC | Fort Lauderdale | $1.14 billion | 3 | adviserinfo.sec.gov |
| Channing Global Advisors, LLC | Fort Lauderdale | $1.11 billion | 3 | adviserinfo.sec.gov |
| Global Wealth Management Investment Advisory, Inc. | Fort Lauderdale | $722.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Lauderdale, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Palisades Hudson Asset Management, L.P. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.