9AT: HUDSON EDGE INVESTMENT PARTNERS, INC.

other names

Adviser Profile

As of Date	07/19/2024
Adviser Type - Large advisory firm
Number of Employees	17
of those in investment advisory functions	8
Registration	SEC, Approved, 07/26/1983

AUM^*	2,484,465,561 20.35%
of that, discretionary	2,484,465,561 20.35%
Private Fund GAV^*	1,136,307,831
Avg Account Size	31,055,820 21.86%
% High Net Worth	12.68% -20.77%
SMA’s	Yes
Private Funds	1
Contact Info	201 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count1	GAV$1,136,307,831

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CAPE ANN ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.7b	Total Private Fund GAV1.7b	AUM2.2b	#Funds2
Adviser METIS GLOBAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.7b	Total Private Fund GAV1.7b	AUM3.5b	#Funds13
Adviser CHICKASAW CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund11.8m	Total Private Fund GAV11.8m	AUM2.0b	#Funds1
Adviser S & CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund729.0m	Total Private Fund GAV729.0m	AUM2.1b	#Funds6
Adviser ARCUS CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3m	Total Private Fund GAV1.3m	AUM2.4b	#Funds2
Adviser WINCORAM ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.9m	Total Private Fund GAV12.9m	AUM2.4b	#Funds2
Adviser SAWGRASS ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund11.9m	Total Private Fund GAV11.9m	AUM2.3b	#Funds1
Adviser LM ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund70.1m	Total Private Fund GAV70.1m	AUM2.1b	#Funds1
Adviser CAPITAL COUNSEL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund326.2m	Total Private Fund GAV326.2m	AUM2.3b	#Funds3
Adviser CORRY CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.8b	Total Private Fund GAV1.8b	AUM2.2b	#Funds15

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker40415F101	Stock NameHDFC Bank Ltd.	$ Position$55,424,094	% Position10.00%	$ Change9.00%	# Change6.00%
Stck Ticker783513203	Stock NameRYANAIR HOLDINGS PLC-SP ADR	$ Position$42,746,534	% Position8.00%	$ Change0.00%	# Change3.00%
Stck Ticker874039100	Stock NameTaiwan Semiconductor Manufacturing	$ Position$42,984,686	% Position8.00%	$ Change21.00%	# Change6.00%
Stck TickerG4705A100	Stock NameIcon Plc	$ Position$38,585,382	% Position7.00%	$ Change-15.00%	# Change16.00%
Stck Ticker46625H100	Stock NameJPMorgan Chase & Co.	$ Position$10,407,249	% Position2.00%	$ Change15.00%	# Change1.00%
Stck Ticker59156R108	Stock NameMetlife Inc	$ Position$8,419,393	% Position2.00%	$ Change-1.00%	# Change0.00%
Stck Ticker172967424	Stock NameCitigroup Inc	$ Position$8,555,130	% Position2.00%	$ Change20.00%	# Change7.00%
Stck Ticker174610105	Stock NameCitizens Financial Group Inc	$ Position$6,289,450	% Position1.00%	$ Change9.00%	# Change2.00%
Stck Ticker20030N101	Stock NameComcast Corp	$ Position$6,229,530	% Position1.00%	$ Change-2.00%	# Change9.00%
Stck Ticker20825C104	Stock NameConoco Phillips	$ Position$4,988,449	% Position1.00%	$ Change-4.00%	# Change2.00%

Brochure Summary

Overview

Hudson Edge is an independent registered investment adviser located in Jersey City, New Jersey. Hudson Edge was founded in 1983 and is 100% owned by current and former employees. Hudson Edge devotes its resources primarily to the service of institutional investors and high net worth individuals. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. Hudson Edge participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. The wrap fee programs are managed depending on the particular platform utilized, and Hudson Edge receives a portion of the wrap fee paid to the sponsor for its services. Principal Owner Hudson Edge’s principal owner is The Hudson Edge Investment Partners Employee Stock Ownership Plan (ESOP). The stock of Hudson Edge is owned 100% by its employees, and former employees, through the ESOP,

that is available to all employees tenured at least one year, and directly by the employees and former employees of Hudson Edge. Types of Services Hudson Edge provides portfolio management services to its clients based on the investment guidelines of each client. Hudson Edge also participates in wrap fee programs with certain broker-dealers whereby it provides investment recommendations to such broker-dealers that use Hudson Edge’s investment advice to manage their own client accounts. The only difference in managing these programs is that the sponsors execute the trades directly, based on Hudson Edge’s advice. For this service, Hudson Edge receives a portion of the wrap fee the sponsor charges their clients. As of December 31, 2023, Hudson Edge’s total assets under advisement was $ 2,736,407,122. The amount of client assets under management on a discretionary basis was $ 2,484,465,561, and the amount of assets managed by broker-dealers on Hudson Edge’s investment recommendations was $ 251,941,561. 5 | P a g e

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HUDSON EDGE INVESTMENT PARTNERS, INC.

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