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.
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