HUDSON EDGE INVESTMENT PARTNERS, INC.

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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

- 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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

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

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker40415F101 Stock NameHDFC Bank Ltd. $ Position$51,000,824 % Position10.00% $ Change # Change
Stck TickerG4705A100 Stock NameIcon Plc $ Position$46,738,377 % Position9.00% $ Change-10.00% # Change-4.00%
Stck Ticker783513203 Stock NameRYANAIR HOLDINGS PLC-SP ADR $ Position$42,861,564 % Position8.00% $ Change-22.00% # Change-3.00%
Stck Ticker874039100 Stock NameTaiwan Semiconductor Manufacturing $ Position$34,580,369 % Position7.00% $ Change-3.00% # Change-24.00%
Stck Ticker46625H100 Stock NameJPMorgan Chase & Co. $ Position$10,246,694 % Position2.00% $ Change-2.00% # Change-3.00%
Stck Ticker443510607 Stock NameHubbell Inc. $ Position$5,963,537 % Position1.00% $ Change-8.00% # Change4.00%
Stck Ticker478160104 Stock NameJohnson & Johnson $ Position$7,297,038 % Position1.00% $ Change0.00% # Change9.00%
Stck Ticker832696405 Stock NameJ.M. Smucker Co. $ Position$4,301,192 % Position1.00% $ Change-11.00% # Change2.00%
Stck Ticker460690100 Stock NameInterpublic Group Of Cos. Inc. $ Position$4,802,294 % Position1.00% $ Change-14.00% # Change-3.00%
Stck Ticker459200101 Stock NameInternational Business Machines Corp. $ Position$6,232,772 % Position1.00% $ Change-5.00% # Change5.00%

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