Palisades Hudson Asset Management, L.P.
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 109134
- Registered since
- June 29, 1998
- Website
- www.palisadeshudson.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS & CO. LLC, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.4%
- Corporations / Businesses33.32%
- Individuals0.96%
- Pooled Investment Vehicles0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Palisades Hudson Asset Management, L.P. is an independent registered investment adviser organized as a limited partnership and operating since 1998. The firm serves a mix of individual and family clients alongside institutional relationships and offers fee arrangements that include both AUM-based and fixed-fee engagements. Its advisory services cover financial planning, discretionary and non-discretionary portfolio management for individuals, pooled vehicles and institutions, and pension consulting. The firm is not identified as a capital allocator and does not self-report as an active ESG investor. It maintains an accountant affiliation and provides multi-product portfolio management rather than single-strategy outsourcing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds31%
- State & Local Bonds9%
- Private Funds7%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Lesley Oberstadt
Chief Compliance OfficerCRD 8227446
Contacts
3 of 8
Melinda Kibler
Senior Client Service ManagerCRD 5869315
Benjamin Sullivan
Senior Client Service ManagerCRD 6615322
Eric Meermann
Vice PresidentCRD 5312891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$240M in ETFs
98%
$235M
2%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS) | BlackRock | Passive | Small Value | $37.4M | 273,676 | 15.58% |
Location
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 200 Sw 1st Ave
- Time zone
- ET (UTC-5)
- Office locations
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