HUDSON EDGE INVESTMENT PARTNERS, INC. other names

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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, 7/26/1983

AUM:

2,484,465,561 20.35%

of that, discretionary:

2,484,465,561 20.35%

Private Fund GAV:

1,136,307,831 29.44%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
5B 4B 4B 3B 2B 1B 720M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 4th Quarter Trades of HGK ASSET MANAGEMENT INC
02/18/2023

Related Stocks: COF, EOG, HSY, TROW, EFA,

gurufocus.com

Top 5 3rd Quarter Trades of HGK ASSET MANAGEMENT INC
10/18/2022

Related Stocks: DUK, AEP, GOOGL, EFA, KEY,

gurufocus.com

Hgk Asset Management Inc Buys AbbVie Inc, Meridian Bioscience Inc, LyondellBasell Industries ...
10/28/2021

Related Stocks: ABBV, DLX, NMIH, APLE, BWA, OSBC, VIVO, LYB, COF, LEA, PNC, PNW, ENSG,

gurufocus.com

Hgk Asset Management Inc Buys Aflac Inc, Emerson Electric Co, W.W. ...
04/15/2021

Related Stocks: ACN, HSIC, DG, LHX, CW, GPN, AFL, EMR, GWW, IPG, EFA, CRI, DFS,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $1,136,307,831

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Private Funds



Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
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783513203 RYANAIR HOLDINGS PLC-SP ADR $42,861,564 8.00% -22.00% -3.00%
874039100 Taiwan Semiconductor Manufacturing $34,580,369 7.00% -3.00% -24.00%
46625H100 JPMorgan Chase & Co. $10,246,694 2.00% -2.00% -3.00%
828806109 Simon Property Group Inc. $6,846,332 1.00% -6.00% -3.00%
539830109 Lockheed Martin Corp. $6,414,217 1.00% -7.00% -10.00%
74834L100 Quest Diagnostics Inc. $4,153,350 1.00% -23.00% -26.00%
443510607 Hubbell Inc. $5,963,537 1.00% -8.00% 4.00%
857477103 State Street Corp. $6,178,408 1.00% -8.00% -3.00%

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