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Palisades Hudson Asset Management, L.P.

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
6 offices
Total Accounts
171

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesCorporations

Services

Private funds / alternatives
Private Equity

Leadership

Larry Michael Elkin
PRESIDENT OF GENERAL PARTNER
Inc. Palisades Hudson Asset Management
GENERAL PARTNER
Larry M. Elkin Living Trust
LIMITED PARTNER
Paul Benjamin Jacobs
CHIEF INVESTMENT OFFICER
Anna K Pfaehler
CHIEF COMPLIANCE OFFICER
Shomari Deshawn Hearn
VICE PRESIDENT

Office locations

6 offices in 5 states
FL
Fort LauderdaleHQ
GA
Atlanta
OR
Hillsboro
TX
Austin
CT
Stamford
FL
Miami

Advisors at this firm

8 advisors in the directory

Regulatory & compliance

CRD number
#109134
SEC Number
801-55677
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Palisades Hudson Asset Management, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Palisades Hudson Asset Management in Fort Lauderdale, FL