PALISADES HUDSON ASSET MANAGEMENT, L.P.

RIASEC RegisteredEst. 1998
Total AUM
$1.8B
Discretionary
$771M
42% of AUM
Avg account
$10.8M
Accounts
171
Employees
14
Advisory reps
9

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

FINTRX

Overview

Palisades Hudson Asset Management, L.P. is an independent RIA organized as a limited partnership and SEC-registered since 1998. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope spans financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional/business portfolio management, and pension consulting. The firm is not identified as an active ESG investor and does not classify itself as a capital allocator. It also maintains industry ties with accounting professionals and acts as an adviser to private funds in addition to providing client-facing portfolio management and planning services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 31%, State & Local Bonds 9%, Private Funds 7%, Cash & Cash Equivalents 5%, US Government Bonds 2%, Other 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds31%
  • State & Local Bonds9%
  • Private Funds7%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1

  • Lesley 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 47

Active vs passive

$215M in ETFs

Passive

98%

$210M

Active

2%

$4.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS)BlackRockPassiveSmall Value$33.4M281,64015.55%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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