Hudson Portfolio Management LLC

RIASEC RegisteredEst. 2004

Total AUM

$186M

Discretionary

$186M

100% of AUM

Avg account

$2.2M

Accounts

85

Employees

5

Advisory reps

2

Firm details

Headquarters: Garrison, New York
CRD number: 130021
Registered since: January 9, 2004
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.08%
Individuals8.27%
Charitable Organizations5.64%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hudson Portfolio Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2004. The firm is owner-operated and focuses on portfolio management for individuals and small businesses, serving a client base described as individual and family. Compensation comes through a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Hudson does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities47%
Public Funds/Mutual Funds44%
US Government Bonds4%
Cash & Cash Equivalents1%

Contacts

2 of 2

Toyken Yee
AdvisorCRD 5437888
Byron Stinson
Board MemberCRD 4743093

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$53.5M in ETFs

Passive

94%

$50.4M

Active

3%

$3.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI JAPAN ETF (EWJ)	BlackRock	Passive	Japan Stock	$4.1M	43,973	7.66%

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Primary office

Garrison, NY

Putnam

Location

Garrison, NY

Headquartered in Garrison, NY, 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: Putnam
Address: 27 Garrison Ldg
Time zone: ET (UTC-5)
Office locations

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