FORT LAUDERDALE, FLCRD 109134Latest ADV March 18, 2026
Palisades Hudson Asset Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 18, 2026, reports $1.8B in regulatory assets under management, 14 employees, 5 offices, and 171 accounts.
Assets Under Management
$1.8B
Employees
14
Offices
5 offices
Total Clients
151
Primary office
FORT LAUDERDALE, FL
200 SW FIRST AVENUE, SUITE 800, FORT LAUDERDALE, FL, United States
Top client segmentHNWI represent 63.6% of total clients.
Top client categories% of clientsClients
1
HNWI
63.6%
96
2
Individuals
27.8%
42
3
Corporations
6.6%
10
4
Pooled Investment Vehicles
2.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 18, 2026
Discretionary41.9%
$771M
42% of total RAUM41.9%
Non-discretionary58.1%
$1.1B
58% of total RAUM58.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts171
10Y AUM Change+$548M (+42.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee11:1
10Y Employee Change-2 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.