Hudson Edge Investment Partners, Inc.

RIASEC RegisteredEst. 1983
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$42.1M
Accounts
70
Employees
16
Advisory reps
5

Firm details

Headquarters
Jersey City, New Jersey
CRD number
104870
Registered since
July 26, 1983
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 13%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 3%, Non-Investment Grade Corp Bonds 1%73%
  • Exchange Traded Equities73%
  • US Government Bonds13%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents3%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Michael Pendergast

    CEO & Chief Investment OfficerCRD 4347322

  • Joann Conry

    Joann Conry

    Managing Partner and Chief Compliance OfficerCRD 3247185

Contacts

3 of 3
  • David Hauck

    David Hauck

    Portfolio Manager, Senior Research AnalystCRD 2850753

  • Stevens Sheppard

    Stevens Sheppard

    Portfolio ManagerCRD 1454338

  • Matthew Kosara

    Managing PartnerCRD 4567367

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

FINTRX

ETF holdings

1 of 11

Active vs passive

$17M in ETFs

Passive

100%

$17M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$6.4M51,56037.77%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth