Hudson Edge Investment Partners, Inc.
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 104870
- Registered since
- July 26, 1983
- Website
- www.hgk.com
- Custodians
- THE BANK OF NEW YORK MELLON, PNC INVESTMENTS LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles59.24%
- Pension & Profit Sharing Plans37.65%
- State / Municipal Government1.94%
- Other1.06%
- Charitable Organizations0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hudson Edge Investment Partners, Inc. is a privately held investment advisory firm that has been SEC-registered since 1983. The firm operates as a corporation serving both individual and institutional clients and charges fees tied to a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. Hudson Edge is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant. Hudson Edge also lists industry affiliations that go beyond a pure advisory role: the firm is connected with other investment advisers and an insurance company and can act as a sponsor, general partner, or managing member of pooled investment vehicles, indicating experience structuring and running private funds or similar entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- US Government Bonds13%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds1%
Owners & executives
2 of 2Michael Pendergast
CEO & Chief Investment OfficerCRD 4347322

Joann Conry
Managing Partner and Chief Compliance OfficerCRD 3247185
Contacts
3 of 3
David Hauck
Portfolio Manager, Senior Research AnalystCRD 2850753

Stevens Sheppard
Portfolio ManagerCRD 1454338
Matthew Kosara
Managing PartnerCRD 4567367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$17M in ETFs
100%
$17M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $6.4M | 51,560 | 37.77% |
Location
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hudson
- Address
- Newport Tower Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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