Hudson Advisors

RIASEC RegisteredEst. 2011
Total AUM
$36.4B
Discretionary
$36.4B
100% of AUM
Avg account
$423M
Accounts
86
Employees
293
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
156078
Registered since
January 6, 2011
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hudson Advisors operates as a limited partnership that registered with the SEC in 2011 and serves institutional investors. The firm functions across multiple strategies—its internal classification spans hedge fund, private equity, real estate, venture capital and other multifaceted fund management activities. Hudson Advisors performs portfolio management for pooled investment vehicles and carries CPO/CTA responsibilities; it also appears as sponsor, general partner or managing member of pooled vehicles. The firm reports a non-standard fee structure and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jodi Cason

    Jodi Cason

    Chief Executive OfficerCRD 6440407

  • Derek Edwards

    Derek Edwards

    Chief Financial OfficerCRD 6608671

  • Michael King

    Michael King

    Managing Director and Chief Compliance OfficerCRD 6797303

Contacts

1 of 1
  • Sarah York

    Sarah York

    General CounselCRD 6681794

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

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
6688 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth