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. |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
27 GARRISON'S LANDINGGARRISON
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
T*****@*****************S
(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
B****@*****************S
(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
RAUM, Historic
No. Clients, Historic
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 | – |