HUDSON PORTFOLIO MANAGEMENT LLC

Adviser information for HUDSON PORTFOLIO MANAGEMENT LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 6
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 84 $145.8M
Non-Discretionary 0 $0
Total 84 $145.8M

Clients

Type Number RAUM
Individuals 41 $14.9M
HNW Individuals 41 $127.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $3.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 6

Services

Advisory Services Portfolio management for individuals and/or small businessesHOURLY OR FIXED FEE NON-MANAGEMENT ADVISORY SERVICES. PORTFOLIO MANAGEMENT FOR CHARITABLE AND NON-PROFIT ENTITIES.
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-62646
SEC ERA File Number 801-62646
SEC CIK Numbers 1847700
SEC CRD Numbers 130021
Legal Entity Identifier None

Principal Office

27 GARRISON'S LANDING
GARRISON
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 845-424-4567, Fax: 845-424-8327

Chief Compliance Officer

TOYKEN YEE
SENIOR ADVISOR, TREASURER
27 GARRISON'S LANDING
P.O. BOX 344
GARRISON
NY
United States
Tel: (845) 424-4567
Fax: (845) 424-8327
(Full email address available in API data)

Regulatory Contact

BYRON S. STINSON
MANAGING MEMBER
27 GARRISON'S LANDING
P.O. BOX 344
GARRISON
NY
United States
Tel: 845-424-4567
Fax: 845-424-8327
(Full email address available in API data)

Industry Affiliates

HUDSON FINANCIAL GROUP, INC. Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
STINSON, BYRON, SCHOENDORF Individual MANAGING MEMBER 12/2003 > 75%
YEE, TOYKEN Individual CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER 03/2008 10-25%

No. Employees, Historic

10502020202120222023202420256 on 3/24/20206 on 6/29/20206 on 3/18/20216 on 5/27/20214 on 3/31/20225 on 3/17/20235 on 11/13/20236 on 3/20/2024

RAUM, Historic

200M100M0202020212022202320242025120950000 on 3/24/2020120950000 on 6/29/2020136366000 on 3/18/2021136366000 on 5/27/2021153009200 on 3/31/2022129564100 on 3/17/2023129564100 on 11/13/2023145766400 on 3/20/2024

No. Clients, Historic

9045020202021202220232024202586 on 3/24/202086 on 6/29/202084 on 3/18/202184 on 5/27/202184 on 3/31/202286 on 3/17/202386 on 11/13/202384 on 3/20/2024

Holdings

From latest 13F, filed February 13th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 558K 4K
ADTALEM GLOBAL ED INC COM 282K 5K
ALKERMES PLC SHS 2M 54K
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 293K 9K
ALLSTATE CORP COM 2M 14K
ALLY FINL INC COM 795K 23K
ALPHABET INC CAP STK CL C 4M 30K
AMAZON COM INC COM 445K 3K
AMGEN INC COM 1M 4K
APPLE INC COM 2M 10K
AT&T INC COM 562K 33K
BANK NEW YORK MELLON CORP COM 1M 23K
BEACON ROOFING SUPPLY INC COM 429K 5K
C H ROBINSON WORLDWIDE INC COM NEW 423K 5K
CARDINAL HEALTH INC COM 1M 11K
CBOE GLOBAL MKTS INC COM 670K 4K
CLARIVATE PLC ORD SHS 223K 24K
CNA FINL CORP COM 1M 27K
COGNIZANT TECHNOLOGY SOLUTIO CL A 380K 5K
COMCAST CORP NEW CL A 2M 36K
CVS HEALTH CORP COM 2M 29K
ENPRO INC COM 290K 2K
FEDEX CORP COM 262K 1K
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 295K 6K
FIRST AMERN FINL CORP COM 429K 7K
GSK PLC SPONSORED ADR 802K 22K
HONDA MOTOR LTD ADR ECH CNV IN 3 2M 54K
INDIA FD INC COM 234K 13K
INFOSYS LTD SPONSORED ADR 3M 144K
INTEL CORP COM 3M 63K
INTERNATIONAL PAPER CO COM 527K 15K
INVESCO QQQ TR UNIT SER 1 295K 720
IRON MTN INC DEL COM 357K 5K
ISHARES INC MSCI JPN ETF NEW 1M 18K
ISHARES INC MSCI EURZONE ETF 2M 38K
ISHARES INC MSCI ITALY ETF 245K 7K
ISHARES TR EAFE SML CP ETF 1M 23K
ISHARES TR U.S. TECH ETF 1M 9K
ISHARES TR MSCI EAFE ETF 653K 9K
ISHARES TR RUSSELL 2000 ETF 494K 2K
ISHARES TR ISHS 1-5YR INVS 775K 15K
ISHARES TR 0-5 YR TIPS ETF 2M 21K
ISHARES TR FLTG RATE NT ETF 3M 57K
JAPAN SMALLER CAPITALIZATION COM 424K 56K
JAZZ PHARMACEUTICALS PLC SHS USD 213K 2K
JOHNSON & JOHNSON COM 1M 7K
KINDER MORGAN INC DEL COM 977K 55K
LCI INDS COM 676K 5K
LOWES COS INC COM 217K 975
M D C HLDGS INC COM 411K 7K
MCKESSON CORP COM 4M 8K
MELCO RESORTS AND ENTMNT LTD ADR 101K 11K
MERCADOLIBRE INC COM 577K 367
MEXICO FD INC COM 784K 41K
MOHAWK INDS INC COM 254K 2K
NEW GERMANY FD INC COM 343K 39K
NEXSTAR MEDIA GROUP INC COMMON STOCK 890K 6K
NOKIA CORP SPONSORED ADR 57K 17K
OLD REP INTL CORP COM 1M 44K
OLIN CORP COM PAR $1 897K 17K
OMNICOM GROUP INC COM 772K 9K
ORACLE CORP COM 2M 19K
PAYPAL HLDGS INC COM 412K 7K
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 209K 13K
PHOTRONICS INC COM 847K 27K
PIMCO ETF TR 1-5 US TIP IDX 2M 36K
PIMCO ETF TR ENHAN SHRT MA AC 536K 5K
POPULAR INC COM NEW 503K 6K
QORVO INC COM 523K 5K
RESTAURANT BRANDS INTL INC COM 2M 27K
RIO TINTO PLC SPONSORED ADR 343K 5K
SALLY BEAUTY HLDGS INC COM 198K 15K
SANOFI SPONSORED ADR 630K 13K
SELECT SECTOR SPDR TR TECHNOLOGY 222K 1K
SHELL PLC SPON ADS 831K 13K
SIRIUS XM HOLDINGS INC COM 817K 149K
SPDR S&P 500 ETF TR TR UNIT 994K 2K
SPDR SER TR BBG CONV SEC ETF 2M 29K
SPDR SER TR S&P 600 SMCP GRW 388K 5K
SPDR SER TR BLOOMBERG INVT 2M 81K
STARBUCKS CORP COM 534K 6K
TAIWAN FD INC COM 335K 10K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2M 19K
TC ENERGY CORP COM 481K 12K
TELEFONICA S A SPONSORED ADR 66K 17K
THE CIGNA GROUP COM 489K 2K
TORONTO DOMINION BK ONT COM NEW 2M 25K
TOTALENERGIES SE SPONSORED ADS 2M 26K
TOYOTA MOTOR CORP ADS 906K 5K
UNITED THERAPEUTICS CORP DEL COM 557K 3K
UNIVERSAL HLTH SVCS INC CL B 432K 3K
VANGUARD BD INDEX FDS SHORT TRM BOND 239K 3K
VERIZON COMMUNICATIONS INC COM 2M 43K
VISTRA CORP COM 559K 15K
VODAFONE GROUP PLC NEW SPONSORED ADR 264K 30K
WESTROCK CO COM 241K 6K
WINNEBAGO INDS INC COM 790K 11K
WP CAREY INC COM 640K 10K
WPP PLC NEW ADR 424K 9K