Hudson Edge Investment Partners, Inc.

RIASEC Registered

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$42.1M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Hudson Edge Investment Partners, Inc. is an institutional registered investment adviser that has been SEC-registered since 1983. The firm is organized as a corporation and is owned by a mix of a domestic entity and an individual. It serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Core advisory capabilities include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for institutions and businesses. The firm is not positioned as an active ESG investor and is not designated as a multi-state or newly formed adviser. Hudson Edge also maintains industry ties that include acting as a sponsor/GP or managing member of pooled vehicles and relationships with other investment advisers and insurance companies.