HUDSON PORTFOLIO MANAGEMENT LLC
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
FINTRXOverview
Hudson Portfolio Management LLC is an independently owned limited liability company that has been registered with the SEC since 2004. The firm concentrates on portfolio management for individuals and small businesses and serves mainly individual and family clients. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Hudson is not structured as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consulting adviser. The firm lists an accounting professional among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Public Funds/Mutual Funds44%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
2 of 2TOYKEN YEE
AdvisorCRD 5437888
BYRON STINSON
Board MemberCRD 4743093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$46.5M in ETFs
95%
$44M
4%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $3.6M | 35,033 | 7.79% |
Location
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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