PALISADES HUDSON Overview

Palisades Hudson Asset Management L.p. is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 16 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 131MM in positions, representing 10% of the manager's regulatory AUM.

PALISADES HUDSON StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PALISADES HUDSON Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 22.53% ETF 1.56% 0% 0 29%
IVV 8.59% ETF 1.54% -0% 0 9%
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FEATURED IN
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PALISADES HUDSON Founders and Key Employees

Name Title In Position Since
Larry M. Elkin President Of General Partner November-1997
Paul B. Jacobs Chief Investment Officer July-2012
Shomari D. Hearn Vice President/Chief Compliance Officer January-2012

PALISADES HUDSON Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

PALISADES HUDSON Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

There may be occasions when the amount of a security available is insufficient to satisfy every client account. In this situation, the security must be allocated on a basis that is fair, reasonable and equitable to all clients.

We take the following steps to allocate an insufficient quantity of securities to satisfy all clients:


1. The suitability of the investment is considered. All clients should receive pro-rata allocations if the investment is suitable for them. Suitability is determined based on a number of factors, including the client’s investment objectives and existing portfolio composition.
2. If the security is only available because of investments or investment
commitments made by a subset of clients, these clients will have the
opportunity to receive maximum allocations before other clients receive any allocations. Such allocations will be made pro-rata.

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PALISADES HUDSON Portfolio Concentration

PALISADES HUDSON Location

200 SW FIRST AVENUE
SUITE 1250
FORT LAUDERDALE, Florida
UNITED STATES, 33301

PALISADES HUDSON Contact Information

Phone Number: 954-524-5552
Fax Number: 954-524-5554
Website:

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