HUDSON COMPANIES

Overview

Hudson Companies is an independent registered investment adviser focused on serving individual and family clients through fee-based financial planning and portfolio management. The firm runs a discretionary model for most clients, using mutual funds and managed public funds as the primary building blocks of client portfolios while selectively allocating to third-party alternative managers. Its advisory mix supports flat-fee and percentage-of-AUM engagements, with hourly and fixed-fee planning options available for smaller engagements or one-off advice. Investment activity emphasizes outsourced manager relationships rather than running internal fund products. That approach allows Hudson Companies to blend diversified mutual fund sleeves with targeted allocations to alternatives—private equity, private credit, hedge funds, real estate and REITs—when appropriate for client objectives and liquidity profiles. The firm appears to favor a managed-account posture, relying on external managers and custodial platforms to implement strategy and trade execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices