| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ph Investors Riverstone Energy II, LLC | Private Equity | $4.1M | $25K |
| Ph Investors Tpg Asia VII, LLC | Private Equity | $3.5M | $25K |
| Ph Investors Thl VII, LLC | Private Equity | $2.3M | $25K |
| 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 |
Palisades Hudson Asset Management, L.P. reports $1.7 billion in regulatory assets under management on its Form ADV.
Palisades Hudson Asset Management, L.P. manages 3 private funds with combined gross assets of $9.8 million.
Palisades Hudson Asset Management, L.P. reports 16 employees.
Palisades Hudson Asset Management, L.P. is based in Fort Lauderdale, FL and has been SEC-registered since 1998.
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.
| 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 |
| Discretionary | $725.3M |
| Non-discretionary | $930.4M |
| Total (RAUM) | $1.66B |