Overview
A. Hudson Park has been in business as an investment management firm since January 2022.
Hudson Park is wholly owned by Shummi Jindal.
B. Hudson Park manages separately managed accounts (“SMAs”) and a pooled investment
vehicle (the “Fund” and collectively with the SMAs, the “Clients”) on a discretionary basis.
For its SMAs, Hudson Park allocates assets among various securities, including but not limited
to individual fixed income securities, U.S. and international equity, exchange-traded funds,
exchange-traded notes, stock and bond mutual funds, and other instruments deemed
appropriate, including various private investment partnerships. For its Fund, Hudson Park
aims to invest directly in alternative assets in order to generate returns which are uncorrelated
to publicly traded capital markets. The Clients will be managed in accordance with the relevant
investment management agreements and governing documents (herein, the “Offering
Documents”).
C. Where appropriate, Hudson Park consults with its SMAs on an initial and ongoing
basis to
discuss various matters relevant to the management of their portfolios, such as cash flow
needs, liquidity constraints and time horizon. Clients are advised to promptly notify the Firm
if there are changes in their individual financial situations or investment needs. In certain
circumstances, the Firm may tailor its investment strategy to a SMA’s specific needs and
objectives, and Hudson Park may permit Clients to impose reasonable restrictions or mandates
on the investments selected for their accounts if the Firm determines, in its sole discretion,
the conditions will not materially impact the performance of a strategy or prove overly
burdensome to its management efforts. The Firm does not tailor its investment strategy to the
Fund’s underlying investors.
D. Hudson Park does not participate in any wrap fee programs.
E. As of December 31, 2023, Hudson Park has $108,392,227 of regulatory assets under
management on a discretionary basis and $591,458 of regulatory assets under management on
a non-discretionary basis.