Investment adviser · CRD 109134
PALISADES HUDSON ASSET MANAGEMENT, L.P.
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $1.84B Form ADV · Item 5.F
- Client accounts
- 171 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $1,202,888,039 | 65.4% |
| Corporations & businesses | 10 | $612,915,499 | 33.3% |
| Individuals | 42 | $17,634,383 | 1.0% |
| Pooled investment vehicles | 3 | $5,900,000 | 0.3% |
Filing source
Form ADV 2056727 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
6 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PH INVESTORS RIVERSTONE ENERGY II, LLCPrivate Equity Fund · Last reported Mar 18, 2026$3.76MGross asset value
Form D fundraising filings
PH Investors Riverstone Energy II, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRAGER METIS CPAS, LLC
PCAOB 273
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5788236653
- Reported beneficial owners
- 14
- Minimum commitment
- $25K
- Form D file number
- 021-224718
Form ADV 2056727 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PH INVESTORS TPG ASIA VII, LLCPrivate Equity Fund · Last reported Mar 18, 2026$3.7MGross asset value
Form D fundraising filings
PH Investors TPG Asia VII, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US, LLP
PCAOB 49
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3907549308
- Reported beneficial owners
- 9
- Minimum commitment
- $25K
- Form D file number
- 021-304512
Form ADV 2056727 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PH INVESTORS THL VII, LLCPrivate Equity Fund · Last reported Mar 18, 2026$1.92MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RSM US, LLP
PCAOB 49
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3079324486
- Reported beneficial owners
- 16
- Minimum commitment
- $25K
- Form D file number
- 021-260147
Form ADV 2056727 · Mar 18, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PH INVESTORS CO-INVESTMENT OPPORTUNITY, LLCPrivate Equity Fund · Last reported Apr 16, 2021$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRAGER METIS CPAS, LLC
PCAOB 273
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-1652517892
- Reported beneficial owners
- 17
- Minimum commitment
- $125K
- Form D file number
- 021-106413
Form ADV 1531960 · Apr 16, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PH INVESTORS RIVERSTONE/CARLYLE ENERGY FUND, LLCPrivate Equity Fund · Last reported Aug 3, 2023$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRAGER METIS CPAS, LLC
PCAOB 273
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-4280038272
- Reported beneficial owners
- 18
- Minimum commitment
- $250K
- Form D file number
- 021-120674
Form ADV 1778843 · Aug 3, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PH INVESTORS THL VI, LLCPrivate Equity Fund · Last reported Mar 15, 2022$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRAGER METIS CPAS, LLC
PCAOB 273
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3496369988
- Reported beneficial owners
- 22
- Minimum commitment
- $250K
- Form D file number
- 021-96272
Form ADV 1616456 · Mar 15, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
200 SW FIRST AVENUE, SUITE 800FORT LAUDERDALE, FL, 33301, United States
CRD 109134
Filing source
Form ADV 2056727 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.