PALISADES HUDSON ASSET MANAGEMENT, L.P.
C40
CRD 109134·SEC 801-55677·FORT LAUDERDALE, FL
AUM
$1.84B
$1B+
Est. Revenue
$18.4M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$44.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.30B
'21 · $1.29B
'22 · $1.31B
'23 · $1.50B
'25 · $1.66B
'26 · $1.84B
'20'26
$1.30B → $1.84B▲ +42%
Client mix
| Individuals High Net Worth | 96 |
| Individuals Other | 42 |
| Corporations | 10 |
| Pooled Investment Vehicles | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 17 advisors
'21 · 16 advisors
'22 · 17 advisors
'23 · 16 advisors
'25 · 16 advisors
'26 · 14 advisors
'20'26
17 advisors → 14 advisors▼ -18%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
200 S.W. FIRST AVENUESUITE 1250FORT LAUDERDALE, FL 33301
Business
200 S.W. FIRST AVENUESUITE 1250FORT LAUDERDALE, FL 33301