HUDSON ADVISORS

RIASEC RegisteredEst. 2011
Total AUM
$36.4B
Discretionary
$36.4B
100% of AUM
Avg account
$423M
Accounts
86
Employees
293
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
156078
Registered since
January 6, 2011
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hudson Advisors is a limited partnership that operates as a multi-strategy fund manager across hedge fund, private equity, real estate and venture capital structures. The firm is SEC-registered (since 2011) and serves primarily institutional clients. Its regulatory and operating roles include acting as a CPO/CTA, providing portfolio management for pooled investment vehicles, and serving as sponsor, general partner or managing member of pooled vehicles. The firm is not identified as an ESG-active investor and its fee schedule is classified in the source data as “Other.”

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Derek Edwards

    Chief Financial OfficerCRD 6608671

  • Michael King

    Managing Director and Chief Compliance OfficerCRD 6797303

  • JODI CASON

    Chief Executive OfficerCRD 6440407

Contacts

1 of 1
  • SARAH YORK

    General CounselCRD 6681794

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
6688 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth