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Palisades Hudson Asset Management, L.P.
Palisades Hudson Asset Management, L.P., founded in 1997 and headquartered in Fort Lauderdale, FL, is an independent, fee-only registered investment adviser. It is affiliated with Palisades Hudson Financial Group, a financial and tax-planning firm started by Larry M. Elkin in 1993. Palisades Hudson serves high-net-worth individuals, families, businesses, and select institutional clients, primarily across the U.S. and Brazil. The firm offers investment management, asset allocation, tax planning, estate planning, and comprehensive wealth management solutions. As of 2024, the organization employs around 18 professionals with a focus on personalized client service and fiduciary standards.
Investment Strategy
Palisades Hudson Asset Management, L.P. employs a client-centric, comprehensive wealth management approach. Their investment strategy emphasizes diversified asset allocation tailored to each client’s risk tolerance, goals, and circumstances, with a focus on long-term growth and downside risk management. The firm primarily serves high-net-worth individuals and families, offering fee-only advice without product sales. Portfolio construction typically combines equities, fixed income, and alternative asset classes, integrating ongoing tax and estate considerations as part of a holistic financial plan.
Latest 13F Filing Activity
Palisades Hudson Asset Management, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 105 equity positions with a total 13F market value of $256M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Palisades Hudson Asset Management, L.P. reduced exposure to Apple Inc., Ishares TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJS | iShares Tr | 11.71% | $29.9M | 300,861 | $66.31 | $99.49 | +$2.5M |
I IVV | iShares Tr | 7.15% | $18.3M | 29,422 | $314.04 | $620.90 | +$5.8M |
S SPY | SPDR S&P 500 ETF Tr | 7.13% | $18.2M | 29,488 | $171.77 | $617.85 | +$1.8M |
V VTI | Vanguard Index Fds | 6.96% | $17.8M | 58,517 | $116.47 | $303.93 | +$1.7M |
I IJT | iShares Tr | 5.47% | $14.0M | 105,050 | $96.68 | $133.04 | +$2.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer and Vice President | Austin, TX , United States | |
 | Vice President, Portfolio Manager | Stamford, CT , United States |
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