9AT: HUDSON EDGE INVESTMENT PARTNERS, INC.

other names

HUDSON EDGE INVESTMENT PARTNERS, INC.
HGK ASSET MANAGEMENT INC
HGK TRINITY STREET INTERNATIONAL EQUITY FUND, GP, LLC
HUDSON EDGE TRINITY STREET INTERNATIONAL EQUITY FUND, GP, LLC

Adviser Profile

As of Date	04/13/2026
Registration	SEC, Approved, 07/26/1983
ADV Location	JERSEY CITY, NJ, United States
Contact Info	201 xxxxxxx
Websites

AUM^*	2,948,564,888 19%
of that, discretionary	2,948,564,888 19%
Private Fund GAV^*	1,746,671,563 30%
Avg Account Size	42,122,356 36%
% High Net Worth	1.35% -89%
SMA’s	Yes
Private Funds	1

Adviser Type

- Large advisory firm

Number of Employees 16 -6%

of those in investment advisory functions 7 -13%

Client Types

- 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

SEC Fund Type	Count	GAV
Fund TypeOther Private Fund	Count1	GAV$1,746,671,563

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 FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund355.6m	Total Private Fund GAV355.6m	AUM2.5b	#Funds2
Adviser CAPE ANN ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.8b	Total Private Fund GAV1.8b	AUM2.3b	#Funds4
Adviser CORDIANT CAPITAL INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund61.9m	Total Private Fund GAV61.9m	AUM61.9m	#Funds2
Adviser WINCORAM ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund12.4m	Total Private Fund GAV12.4m	AUM8.2b	#Funds2
Adviser S & CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund821.2m	Total Private Fund GAV821.2m	AUM2.5b	#Funds6
Adviser SAWGRASS ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund8.4m	Total Private Fund GAV8.4m	AUM2.0b	#Funds1
Adviser CAPITAL COUNSEL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund404.3m	Total Private Fund GAV404.3m	AUM2.9b	#Funds3
Adviser TA REALTY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.5b	Total Private Fund GAV1.5b	AUM1.5b	#Funds17
Adviser WINDSOR ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund270.7m	Total Private Fund GAV270.7m	AUM2.9b	#Funds5
Adviser CHICKASAW CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund16.4m	Total Private Fund GAV17.6m	AUM2.5b	#Funds5

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker874039100	Stock NameTaiwan Semiconductor Manufacturing	$ Position$81,899,817	% Position12.00%	$ Change14.00%	# Change3.00%
Stck Ticker456788108	Stock NameInfosys Ltd	$ Position$60,159,895	% Position9.00%	$ Change19.00%	# Change56.00%
Stck Ticker783513203	Stock NameRYANAIR HOLDINGS PLC-SP ADR	$ Position$56,485,050	% Position8.00%	$ Change-18.00%	# Change3.00%
Stck Ticker40415F101	Stock NameHDFC Bank Ltd.	$ Position$50,586,016	% Position7.00%	$ Change-7.00%	# Change36.00%
Stck TickerG4705A100	Stock NameIcon Plc	$ Position$35,300,872	% Position5.00%	$ Change-26.00%	# Change22.00%
Stck Ticker934423104	Stock NameWarner Bros. Discovery Inc	$ Position$10,486,370	% Position2.00%	$ Change-5.00%	# Change0.00%
Stck Ticker902653104	Stock NameUDR Inc	$ Position$7,679,410	% Position1.00%	$ Change-4.00%	# Change4.00%
Stck Ticker911363109	Stock NameUnited Rentals Inc.	$ Position$7,496,154	% Position1.00%	$ Change9.00%	# Change21.00%
Stck Ticker464287465	Stock NameIshares Msci Eafe	$ Position$4,584,147	% Position1.00%	$ Change	# Change
Stck Ticker464287614	Stock NameIshares Russell 1000 Growth	$ Position$5,496,296	% Position1.00%	$ Change	# Change

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

HUDSON EDGE INVESTMENT PARTNERS, INC.

Adviser Profile

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