⌕
Firm profile

Palisades Hudson Asset Management, L.P.

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

7 roles identified
CEOBenjamin C. Sullivan
CEODavid P. Walters
CEOEric A. Meermann

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.