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Palisades Hudson Asset Management, L.p.

Palisades Hudson Asset Management, L.p.. CRD 109134

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CRD: 109134

Palisades Hudson Asset Management, L.p.

Fort Lauderdale, FL, 33301
9545245552
www.palisadeshudson.com
$1.8B Total AUM
$771.2M Disc. AUM
-- 3Y CAGR
14 Employees
151 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
Clients
Retail and Institutional
Platforms
Matrix peakInsight
Established Date
06-29-1998
Office Locations
6

Office Locations

1915 NE Stucki Avenue Suite 400 Hillsboro OR
200 S.w. First Avenue, Suite 800 Fort Lauderdale FL
300 First Stamford Place Suite 215 Stamford CT

About Palisades Hudson Asset Management, L.p.

Palisades Hudson Asset Management provides objective, comprehensive financial planning and customized investment solutions for individuals and families, including high-achieving professionals and those approaching retirement. The firm also delivers business management for entertainment and sports clients nationwide via a dedicated practice. Portfolios are built through active portfolio construction, often using ETFs and other public funds; custody relationships include Schwab and Fidelity. Produces the “Something Personal” podcast and publishes investor education books.

Team overview

42 AVG AGE
$131.4M AVG AUM / ADVISOR
$12.2M AVG AUM / CLIENT
10.1 yrs AVG TENURE
14 Employees
14 Advisory Reps
7 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Ember unison Prime Harbor atlas Glacier unison Eagle legacy

Client Personas

Capital momentum Signal Quantum

Custodian

Alpha Fusion vital Element Fusion

Investment Themes

Crest Wave beacon Catalyst eagle Value

Investment Vehicles

Eagle Matrix vertex

Services

Focus Element summit Momentum North Crest crest Horizon Momentum Vector

Technology

Alpha horizon Atlas timber

Owner & Executives

LARRY MICHAEL ELKIN

LARRY MICHAEL ELKIN

President

CRD
#4369232
Ownership
Less than 5%
(867) 532-1528
signal.vertex@optimacapital.com
in linkedin.com/in/pathway-zenith
P

PAUL BENJAMIN JACOBS

MANAGING VICE PRESIDENT, Vice President

CRD
#5244873
Ownership
Less than 5%
(541) 809-5087
prime.unison@wavecapital.com
in linkedin.com/in/unison-atlas
G

Glacier bridge

North timber

CRD
#74318
Ownership
41.9%
(439) 913-8200
eagle.oak@momentumcapital.com
in linkedin.com/in/optima-vital

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Contacts

B

Brianna Taylor Aviles

--

CRD
#7392448
(689) 896-1340
ember.wave@unisoncapital.com
in linkedin.com/in/ridge-vital
LARRY MICHAEL ELKIN

LARRY MICHAEL ELKIN

President

CRD
#4369232
(422) 745-6033
insight.ridge@peakcapital.com
in linkedin.com/in/frontier-horizon
O

Optima ridge

Vertex meridian

CRD
#58028
(884) 264-5800
beacon.optima@legacycapital.com
in linkedin.com/in/momentum-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-15-2022
08-03-2023
04-29-2024
07-02-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $771,249,014 $5,282,527
Non-Discretionary $1,068,088,907 $42,723,556
Total $1,839,337,921 $10,756,362

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Separately Managed Accounts

Total SMA Asset: $1,833,437,921

$1.8B Total SMA
Equity - Exchange:
29.8%
Public Funds:
10.5%
Municipal Bonds:
12.1%
Private Funds:
6.3%
Cash:
6.7%
U.S. Government/Agency:
9.4%
Other:
25.2%
Asset class Assets Assets %
Equity - Exchange $421,696,588 29.8%
Public Funds $148,584,368 10.5%
Municipal Bonds $171,225,796 12.1%
Private Funds $89,150,621 6.3%
Cash $94,810,978 6.7%
U.S. Government/Agency $133,018,387 9.4%
Other $356,602,484 25.2%
Total $1,415,089,222 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
PATHWAY ZENITH MATRIX EMBER VERTEX OYELX6NHK YLMA 2.99% $28,925,642
EMBER ATLAS TIMBER VALUE Q4PSUZBBZ VFUX 4.20% $9,839,921
EMBER BEACON UNISON EAGLE 82HMR13LW BQD 8.06% $15,841,538
VERTEX BEACON OAK OPTIMA 61LN0JGEQ TCG 5.02% $41,275,820
EAGLE CATALYST MOMENTUM INSIGHT ZN2HUDJCO RRD 11.92% $94,059,775
CREST TIMBER MERIDIAN NORTH INSIGHT O3J6CO531 TFN 6.82% $85,752,387
TIMBER WAVE EAGLE SIGNAL WTAI1JHOQ SIQSM 3.13% $112,951,134
LEGACY MATRIX FOUNDATION PRIME MERIDIAN AHTXQDUQ6 BTF 2.34% $54,039,830

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