HUDSON ADVISORS

HUDSON AMERICAS L.P. Legal Name

Adviser information for HUDSON ADVISORS last updated from Form ADV on March 29th, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 302
Investment Advisory/Research 116
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
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 113 $36.8B
Non-Discretionary 0 $0
Total 113 $36.8B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 113 $36.8B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
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 0
No. of Non-U.S. Clients 43

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles
Compensation SEE ADV 2A, SECTION 5: FEES & COMPENSATION
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-72104
SEC ERA File Number 801-72104
SEC CIK Numbers None
SEC CRD Numbers 156078
Legal Entity Identifier 549300KMDOONGN070K12

Principal Office

6688 NORTH CENTRAL EXPRESSWAY
SUITE 1400
DALLAS
TX
United States
Monday - Friday, 8 A.M. - 5 P.M.
Tel: 214-754-8400, Fax: 214-754-8401

Chief Compliance Officer

MICHAEL KING
CHIEF COMPLIANCE OFFICER
6688 NORTH CENTRAL EXPRESSWAY
SUITE 1400
DALLAS
TX
United States
Tel: 214-515-6846
Fax: 214-754-8401
(Full email address available in API data)

Regulatory Contact

LINDSEY RAYBURN
COMPLIANCE OFFICER
6688 NORTH CENTRAL EXPRESSWAY
SUITE 1400
DALLAS
TX
United States
Tel: 214-754-8369
Fax: 214-754-8401
(Full email address available in API data)

Industry Affiliates

HH GENPAR IX (EUROPE II), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HH GENPAR RE III (EUROPE II), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HH GENPAR RE IV (EUROPE II), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HH GENPAR RE V (EUROPE II), LLC Sponsor, GP, manager of pooled investment vehicles
HH GENPAR VIII (EUROPE II), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HH GENPAR X (EUROPE II), LLC Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR III, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR IV, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR IV, LTD. (BVI) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR IX (EUROPE I), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR IX, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE (EUROPE), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE (GLOBAL), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE II (AMERICAS), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE II (EUROPE), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE II (GLOBAL), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE II (JAPAN), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE III (EUROPE I), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE III, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE IV (EUROPE I), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE IV (JAPAN), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE IV, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE V (EUROPE I), LLC Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RE V, LLC Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR RM I, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR V (AMERICAS), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR V (EUROPE), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR V (GLOBAL), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VI (EUROPE), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VI (GLOBAL), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VII (AMERICAS), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VII (GLOBAL), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VIII (EUROPE I), LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR VIII, LLC (DE) Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR X (EUROPE I), LLC Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR X, LLC Sponsor, GP, manager of pooled investment vehicles
HUDCO GENPAR, LLC Sponsor, GP, manager of pooled investment vehicles
HUDSON ADVISORS (INDIA) PRIVATE LIMITED Other investment adviser, including financial planners
HUDSON ADVISORS (SHANGHAI) CO., LTD. Other investment adviser, including financial planners
HUDSON ADVISORS (SHANGHAI) CO., LTD. - BEIJING BRANCH Other investment adviser, including financial planners
HUDSON ADVISORS ASIA-PACIFIC, LIMITED Other investment adviser, including financial planners
HUDSON ADVISORS ASIA-PACIFIC, LIMITED (SINGAPORE BRANCH) Other investment adviser, including financial planners
HUDSON ADVISORS EUROPE DESIGNATED ACTIVITY COMPANY Other investment adviser, including financial planners
HUDSON ADVISORS FRANCE Other investment adviser, including financial planners
HUDSON ADVISORS GERMANY GMBH Other investment adviser, including financial planners
HUDSON ADVISORS IRELAND DESIGNATED ACTIVITY COMPANY Other investment adviser, including financial planners
HUDSON ADVISORS LUXEMBOURG S.A R.L. Other investment adviser, including financial planners
HUDSON ADVISORS NETHERLANDS B.V. Other investment adviser, including financial planners
HUDSON ADVISORS PORTUGAL, UNIPESSOAL, LDA. Other investment adviser, including financial planners
HUDSON ADVISORS SPAIN, S.L.U. Other investment adviser, including financial planners
HUDSON ADVISORS UK, LIMITED Other investment adviser, including financial planners
HUDSON ASSESSORIA BRAZIL LIMITADA Other investment adviser, including financial planners
HUDSON JAPAN KK Other investment adviser, including financial planners
LONE STAR Other investment adviser, including financial planners
LONE STAR ASIA CONSULTING CO., LTD. Other investment adviser, including financial planners
LONE STAR ASIA-PACIFIC ACQUISITIONS (SINGAPORE) PTE. LTD. Other investment adviser, including financial planners
LONE STAR CANADA, LLC Other investment adviser, including financial planners
LONE STAR EUROPE ACQUISITIONS LIMITED Other investment adviser, including financial planners
LONE STAR FRANCE ACQUSITIONS Other investment adviser, including financial planners
LONE STAR FUNDS Other investment adviser, including financial planners
LONE STAR GERMANY ACQUISITIONS GMBH Other investment adviser, including financial planners
LONE STAR GLOBAL ACQUISITIONS, LLC Other investment adviser, including financial planners
LONE STAR GLOBAL ACQUISITIONS, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor
LONE STAR JAPAN ACQUISITIONS LTD. Other investment adviser, including financial planners
LONE STAR PARTNERS IV, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS IX, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS V, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS VI, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS VII, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS VIII, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS X, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS XI, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR PARTNERS XII, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS II, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS III, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS IV, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS V, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS VI, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS VII, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR REAL ESTATE PARTNERS, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR RESIDENTIAL MORTGAGE PARTNERS I, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR RESIDENTIAL MORTGAGE PARTNERS II, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR RESIDENTIAL MORTGAGE PARTNERS III, L.P. Sponsor, GP, manager of pooled investment vehicles
LONE STAR SPAIN ACQUISITIONS, S.L.U. Other investment adviser, including financial planners
LONE STAR VALUE-ADD PARTNERS I, LLC Sponsor, GP, manager of pooled investment vehicles
LONE STAR VALUE-ADD PARTNERS II, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CLASSIC HUDCO, L.P. - SERIES 1 Hedge Fund $21.9M $0.0M 131
CLASSIC HUDCO, LP - SERIES 2 Hedge Fund $2.3M $0.0M 60
CLASSIC HUDCO, LP - SERIES 3 Hedge Fund $11.0M $0.0M 123
CLASSIC HUDCO, LP - SERIES 4 Hedge Fund $4.5M $0.0M 98
EXECUTIVE HUDCO, L.P. - SERIES 2 Hedge Fund $0.1M $0.0M 1
EXECUTIVE HUDCO, LP - SERIES 1 Venture Capital Fund $6.7M $0.0M 6
EXECUTIVE HUDCO, LP - SERIES 3 Hedge Fund $1.2M $0.0M 2
EXECUTIVE HUDCO, LP - SERIES 4 Hedge Fund $0.3M $0.0M 1
HUDCO (GLOBAL) V, L.P. Private Equity Fund $0.0M $0.0M 33
HUDCO GLOBAL, LLC Private Equity Fund $0.1M $0.0M 27
HUDCO HOLDINGS REAL ESTATE (GERMANY), LLC Securitized Asset Fund $0.3M $0.0M 2
HUDCO HOLDINGS VI (GERMANY), LLC Private Equity Fund $0.0M $0.0M 2
HUDCO IX (AMERICAS), L.P. Private Equity Fund $10.7M $0.0M 58
HUDCO IX (EUROPE I), L.P. Private Equity Fund $2.1M $0.0M 5
HUDCO IX (EUROPE II), L.P. Private Equity Fund $1.0M $0.0M 11
HUDCO IX (GLOBAL), L.P. Private Equity Fund $6.5M $0.0M 31
HUDCO IX (INTERNATIONAL), L.P. Private Equity Fund $1.3M $0.0M 5
HUDCO PARTNERS IV (INTERNATIONAL), L.P. Private Equity Fund $0.2M $0.0M 198
HUDCO PARTNERS IV KOREA, LTD. Private Equity Fund $0.2M $0.0M 1
HUDCO PARTNERS V (AMERICAS), L.P. Private Equity Fund $0.0M $0.0M 24
HUDCO REAL ESTATE (GERMANY), L.P. Real Estate Fund $0.3M $0.0M 31
HUDCO REAL ESTATE (GLOBAL), L.P. Real Estate Fund $0.2M $0.0M 32
HUDCO REAL ESTATE II (AMERICAS), L.P. Real Estate Fund $0.5M $0.0M 41
HUDCO REAL ESTATE II (EUROPE), L.P. Real Estate Fund $0.0M $0.0M 10
HUDCO REAL ESTATE II (GLOBAL), L.P. Real Estate Fund $0.1M $0.0M 19
HUDCO REAL ESTATE II (JAPAN), L.P. Real Estate Fund $0.0M $0.0M 35
HUDCO REAL ESTATE III (AMERICAS), L.P. Real Estate Fund $0.3M $0.0M 39
HUDCO REAL ESTATE III (EUROPE I), L.P. Real Estate Fund $0.4M $0.0M 20
HUDCO REAL ESTATE III (EUROPE II), L.P. Real Estate Fund $0.1M $0.0M 11
HUDCO REAL ESTATE III (GLOBAL), L.P. Real Estate Fund $0.2M $0.0M 20
HUDCO REAL ESTATE III (INTERNATIONAL), L.P. Real Estate Fund $0.5M $0.0M 16
HUDCO REAL ESTATE IV (AMERICAS), L.P. Hedge Fund $1.5M $0.0M 46
HUDCO REAL ESTATE IV (EUROPE I), L.P. Hedge Fund $1.8M $0.0M 14
HUDCO REAL ESTATE IV (EUROPE II), L.P. Hedge Fund $0.7M $0.0M 12
HUDCO REAL ESTATE IV (GLOBAL), L.P. Hedge Fund $2.9M $0.0M 42
HUDCO REAL ESTATE IV (INTERNATIONAL), L.P. Hedge Fund $1.2M $0.0M 8
HUDCO REAL ESTATE IV (JAPAN), L.P. Hedge Fund $0.1M $0.0M 21
HUDCO REAL ESTATE V (BERMUDA), L.P. Hedge Fund $1.1M $0.0M 34
HUDCO REAL ESTATE V (EUROPE I), L.P. Hedge Fund $0.4M $0.0M 20
HUDCO REAL ESTATE V (EUROPE II), L.P. Hedge Fund $0.3M $0.0M 9
HUDCO REAL ESTATE V, L.P. Hedge Fund $2.3M $0.0M 45
HUDCO RM I (AMERICAS), L.P. Hedge Fund $0.3M $0.0M 38
HUDCO RM I (GLOBAL), L.P. Hedge Fund $0.1M $0.0M 23
HUDCO V (JAPAN) SC-2005-2, L.P. Private Equity Fund $0.0M $0.0M 50
HUDCO VI (BOND INVESTMENTS), L.P. Private Equity Fund $0.1M $0.0M 71
HUDCO VI (GERMANY), L.P. Private Equity Fund $0.4M $0.0M 31
HUDCO VI (GLOBAL), L.P. Private Equity Fund $0.2M $0.0M 39
HUDCO VII (AMERICAS), L.P. Private Equity Fund $0.0M $0.0M 46
HUDCO VII (GLOBAL), L.P. Private Equity Fund $0.0M $0.0M 19
HUDCO VIII (AMERICAS), L.P. Private Equity Fund $4.1M $0.0M 50
HUDCO VIII (EUROPE I), L.P. Private Equity Fund $0.0M $0.0M 6
HUDCO VIII (EUROPE II), L.P. Private Equity Fund $0.0M $0.0M 6
HUDCO VIII (GLOBAL), L.P. Private Equity Fund $0.4M $0.0M 20
HUDCO VIII (INTERNATIONAL), L.P. Private Equity Fund $0.0M $0.0M 4
HUDCO X (BERMUDA), L.P. Hedge Fund $10.7M $0.0M 36
HUDCO X (EUROPE I), L.P. Hedge Fund $3.1M $0.0M 26
HUDCO X (EUROPE II), L.P. Hedge Fund $3.7M $0.0M 9
HUDCO X (LATIN AMERICA), L.P. Hedge Fund $0.0M $0.0M 4
HUDCO X, L.P. Hedge Fund $20.5M $0.0M 113
HUDSON INCENTIVE HOLDINGS I, LP - SERIES 1 Hedge Fund $91.3M $0.0M 1
HUDSON INCENTIVE HOLDINGS I, LP - SERIES 2 Hedge Fund $6.0M $0.0M 1
HUDSON INCENTIVE HOLDINGS I, LP - SERIES 3 Hedge Fund $43.8M $0.0M 1
HUDSON INCENTIVE HOLDINGS I, LP - SERIES 4 Hedge Fund $12.2M $0.0M 1
HUDSON SINGLE-FAMILY RENTAL FUND L.P. Private Equity Fund $277.9M $5.0M 4
LSF IX INVESTMENTS, L.P. Private Equity Fund $27.5M $0.0M 6
LSF VIII INVESTMENTS, L.P. Private Equity Fund $5.7M $0.0M 7
LSF X INVESTMENTS, L.P. Hedge Fund $53.2M $0.0M 6
LSF XI INVESTMENTS, L.P. Hedge Fund $137.9M $0.0M 4
LSREF II INVESTMENTS, L.P. Real Estate Fund $1.1M $0.0M 6
LSREF III INVESTMENTS, L.P. Real Estate Fund $1.3M $0.0M 7
LSREF IV INVESTMENTS, L.P. Hedge Fund $12.0M $0.0M 7
LSREF V INVESTMENTS, L.P. Hedge Fund $6.5M $0.0M 5
LSREF VI INVESTMENTS, L.P. Hedge Fund $47.9M $0.0M 4
LSRMF I INVESTMENTS, L.P. Hedge Fund $1.2M $0.0M 3
LSRMF II INVESTMENTS, L.P. Hedge Fund $22.9M $0.0M 4
LSVAF I INVESTMENTS, L.P. Hedge Fund $39.2M $0.0M 4

Control Persons

Name Type Entity Title Since Ownership
HUDSON ADVISORS L.P. Domestic Entity LIMITED PARTNER - HUDSON AMERICAS L.P. 08/2015 > 75%
CASON, JODI, LYN Individual CHIEF EXECUTIVE OFFICER - HUDSON AMERICAS L.P. 01/2016 < 5%
HUDSON LP HOLDINGS LLC Domestic Entity HUDSON ADVISORS GENPAR LLC MEMBER - HUDSON ADVISORS GENPAR LLC 01/2020 > 75%
CONYERS TRUST COMPANY (BERMUDA) LIMITED Foreign Entity THE MINOT PURPOSE TRUST TRUSTEE - THE MINOT PURPOSE TRUST 04/2001
HUDSON AMERICAS GENPAR, LLC Domestic Entity GENERAL PARTNER - HUDSON AMERICAS L.P. 01/2016 < 5%
MINOT NEVADA PTC, INC. Domestic Entity THE HUDSON LP HOLDINGS TRUST TRUSTEE - THE HUDSON LP HOLDINGS TRUST 06/2016 > 75%
MINOT INTERNATIONAL LTD. Foreign Entity MINOT NEVADA PTC, INC. SHAREHOLDER - MINOT NEVADA PTC, INC. 03/2016 > 75%
THE MINOT PURPOSE TRUST Foreign Entity MINOT INTERNATIONAL LTD. SHAREHOLDER - MINOT INTERNATIONAL LTD. 04/2001 > 75%
Edwards, Derek, Alan Individual CHIEF FINANCIAL OFFICER - HUDSON AMERICAS L.P. 10/2017 < 5%
YORK, SARAH, ELIZABETH Individual GENERAL COUNSEL - HUDSON AMERICAS L.P. 01/2018 < 5%
HUDSON ADVISORS L.P. Domestic Entity HUDSON AMERICAS GENPAR, LLC MEMBER - HUDSON AMERICAS GENPAR, LLC 01/2016 > 75%
HUDSON ADVISORS GENPAR LLC Foreign Entity HUDSON ADVISORS L.P. GENERAL PARTNER - HUDSON ADVISORS L.P. 08/2015
HUDSON ADVISORS HOLDINGS L.P. Foreign Entity HUDSON ADVISORS L.P. LIMITED PARTNER - HUDSON ADVISORS L.P. 02/2018 > 75%
HUDSON ADVISORS GENPAR LLC Foreign Entity HUDSON ADVISORS HOLDINGS L.P. GENERAL PARTNER - HUDSON ADVISORS HOLDINGS L.P. 12/2017
THE HUDSON LP HOLDINGS TRUST Domestic Entity HUDSON LP HOLDINGS LTD. SHAREHOLDER - HUDSON LP HOLDINGS LTD 01/2020 > 75%
GASCH, LANCE, CHARLES Individual GLOBAL HEAD OF REAL ESTATE - HUDSON AMERICAS L.P. 03/2020 < 5%
HUDSON LP HOLDINGS LLC Domestic Entity HUDSON ADVISORS HOLDINGS L.P. LIMITED PARTNER - HUDSON ADVISORS HOLDINGS L.P. 01/2020 > 75%
HUDSON LP HOLDINGS LTD. Foreign Entity HUDSON LP HOLDINGS LLC MEMBER - HUDSON LP HOLDINGS LLC 01/2020 > 75%
King, Michael, David Individual CHIEF COMPLIANCE OFFICER - HUDSON AMERICAS L.P. 01/2021 < 5%

No. Employees, Historic

4002000202020212022202320242025360 on 3/30/2020360 on 7/23/2020360 on 8/27/2020360 on 1/20/2021288 on 3/31/2021288 on 1/11/2022272 on 3/31/2022272 on 5/4/2022272 on 9/14/2022297 on 3/30/2023297 on 8/23/2023302 on 3/29/2024

RAUM, Historic

50B25B020202021202220232024202541648627660 on 3/30/202041648627660 on 7/23/202041648627660 on 8/27/202041648627660 on 1/20/202139473491667 on 3/31/202139473491667 on 1/11/202238029752331 on 3/31/202238029752331 on 5/4/202238029752331 on 9/14/202243291172855 on 3/30/202343291172855 on 8/23/202336791155843 on 3/29/2024

No. Clients, Historic

2001000202020212022202320242025110 on 3/30/2020110 on 7/23/2020110 on 8/27/2020110 on 1/20/2021106 on 3/31/2021106 on 1/11/2022120 on 3/31/2022120 on 5/4/2022120 on 9/14/2022121 on 3/30/2023121 on 8/23/2023113 on 3/29/2024