The PALISADES HUDSON ASSET MANAGEMENT, L.P. is a privately held investment adviser that advises $1.84Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PALISADES HUDSON ASSET MANAGEMENT, L.P. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 40.91% over the last 5-years.
The Group has been registered with the SEC for 28.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 200 SW FIRST AVENUE SUITE 800, FORT LAUDERDALE, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 14 investment and 0 non-investment staff. The total number of Employees decreased by 17.65% over the last 5-years.
Their $1.84Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $1.2Bn or 65.27% of Total Assets and Corporations or Other Businesses own $612.92mn or 33.26% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $9.38mn in assets.
The Group discloses fixed fees and management fees.
PALISADES HUDSON ASSET MANAGEMENT, L.P. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.