Palisades Hudson Asset Management

Asset Manager SEC-registered adviser

Legal name: Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL Website X

AUM

$1.8B
Regulatory AUM

Private funds

3
Private Equity 3

Private fund assets

$9.4M
Gross asset value

Employees

14

Last Form D raise

Jan 2018
Most recent fund filing

From SEC Form ADV filing (filed Mar 18, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

B
Benjamin Sullivan
Chief Investment Officer/Vice President
Source: SEC Form ADV
D
David Walters
Senior Vice President
Source: SEC Form ADV
E
Eric Meermann
Senior Vice President
Source: SEC Form ADV
L
Larry Elkin
President of General Partner
Source: SEC Form ADV
L
Linda Elkin
Trustee, Larry M. Elkin Living Trust
Source: SEC Form ADV
P
Paul Jacobs
Managing Vice President
Source: SEC Form ADV

Funds(3)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Ph Investors Tpg Asia VII, LLCPrivate Equity$3.7M$4.0M10Jan 2018Cold
Ph Investors Thl VII, LLCPrivate Equity$1.9M$6.5M16Mar 2016Cold
Ph Investors Riverstone Energy II, LLCPrivate Equity$3.8M$4.3M8Sep 2014Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
109134
SEC file number
801-55677

Sources