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 an institutional registered investment adviser that has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional investors, charging fees as 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 does not identify itself as an active ESG investor and is not structured as a multi-state or newly formed adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$17.5M in ETFs
100%
$17.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $6.5M | 51,560 | 36.87% |
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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