Hudson Bay Capital Management LP

RIASEC RegisteredEst. 2012
Total AUM
$40.7B
Discretionary
$40.7B
100% of AUM
Avg account
$5.8B
Accounts
7
Employees
418
Advisory reps
9

Firm details

Headquarters
Stamford, Connecticut
CRD number
155910
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hudson Bay Capital Management LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm has been SEC-registered since 2012 and its ownership structure includes both a domestic entity and individual owners. Its business model centers on managing pooled investment vehicles and it is registered to operate in roles typical for alternative managers (CPO/CTA and portfolio management for pooled vehicles). Compensation mixes a percentage-of-assets base with performance-based fees. Hudson Bay does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

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 4
  • Brendan Albee

    Brendan Albee

    Partner, Chief Operating OfficerCRD 4594169

  • Sander Gerber

    Sander Gerber

    Managing Partner and Chief Executive OfficerCRD 2341785

  • Scott Black

    Scott Black

    Chief Legal OfficerCRD 6018347

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Contacts

3 of 5
  • Yoav Roth

    Yoav Roth

    Managing Partner, Portfolio ManagerCRD 4054650

  • Roy Astrachan

    Roy Astrachan

    Managing PartnerCRD 2923119

  • Charles Winkler

    Charles Winkler

    Senior Partner and AdvisorCRD 2756615

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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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ETF holdings

1 of 30

Active vs passive

$483M in ETFs

Passive

100%

$483M

Active

<1%

$483K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$107M143,00022.11%

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
290 Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth