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
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 a corporation-structured SEC-registered adviser (since 1983) that manages assets for both individual/family clients and institutional accounts. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management across individual clients, pooled investment vehicles, and business/institutional mandates. Hudson Edge is not identified as an active ESG investor and does not operate as a multi-state adviser. Its reported activities include acting as an adviser and, at times, as sponsor/GP or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Managing Partner and Chief Compliance OfficerCRD 3247185

Contacts

3 of 3

  • DAVID HAUCK

    Portfolio Manager, Senior Research AnalystCRD 2850753

  • STEVENS SHEPPARD

    Portfolio ManagerCRD 1454338

  • MATTHEW KOSARA

    Managing PartnerCRD 4567367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$14.9M in ETFs

Passive

100%

$14.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF (IWF)BlackRockPassiveLarge Growth$5.5M12,89036.95%
Unlock additional holdings →

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