Palisades Hudson Asset Management, L.P.
● SEC registered since 1998CRD 109134SEC# 801-55677Fort Lauderdale, FL
Ranks #2,280 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.84B
Fund GAV
$9.4M
Private funds
3
Employees
14
Accounts
171
Location
Fort Lauderdale, FL
Palisades Hudson Asset Management, L.P. assets under management
Palisades Hudson Asset Management, L.P. operates as an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 1998. It reports $1.8 billion in regulatory assets under management and employs 14 people. Palisades Hudson Asset Management, L.P. manages 3 private funds with combined gross assets of $9.4 million, including Ph Investors Riverstone Energy II, LLC. By regulatory assets, it ranks 2,280 of 6,004 private fund managers.
Palisades Hudson Asset Management, L.P. private funds
3 funds · $9.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ph Investors Riverstone Energy II, LLC | Private Equity | $3.8M | $25K |
| Ph Investors Tpg Asia VII, LLC | Private Equity | $3.7M | $25K |
| Ph Investors Thl VII, LLC | Private Equity | $1.9M | $25K |
Palisades Hudson Asset Management, L.P. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Casey Sullivan Control | Chief Investment Officer/Vice President | Under 5% | 2024 |
| David Patrick Walters Control | Senior Vice President | Under 5% | 2021 |
| Eric Anthony Meermann Control | Senior Vice President | Under 5% | 2017 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Palisades Hudson Asset Management, L.P. manage?
Palisades Hudson Asset Management, L.P. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Palisades Hudson Asset Management, L.P. manage?
Palisades Hudson Asset Management, L.P. manages 3 private funds with combined gross assets of $9.4 million.
How many employees does Palisades Hudson Asset Management, L.P. have?
Palisades Hudson Asset Management, L.P. reports 14 employees.
Where is Palisades Hudson Asset Management, L.P. located?
Palisades Hudson Asset Management, L.P. is based in Fort Lauderdale, FL and has been SEC-registered since 1998.
Does Palisades Hudson Asset Management, L.P. disclose fund performance?
Palisades Hudson Asset Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 SW First Avenue, Suite 800, Fort Lauderdale, FL 33301 |
| Phone | 954-524-5552 |
| Fax | 914-723-5139 |
| Office hours | 9:00a.m. To 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.84B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 38%
Larger than 62% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.84Bregulatory AUM
Discretionary $771.2MNon-discretionary $1.07B
Service providers
Auditor
Custodian