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| Happy Holidays!! thanks for using AUM13F!! |
| Hudson Heritage Capital Management Inc
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| CRD # | 44357 |
| SEC # | 801-64064 |
| CIK # | 0001050510 |
| AUM | $121.7 M (2025-03-05) |
| Employees | 12 (17% Investors, 100% Brokers) |
| Phone | 914-271-8102 |
| Address | 20 Baltic Place Crotononhudson, NY 10520 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 69.9 |
| (b) Individuals (high net worth individuals) | 14 | 47.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 4.1 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 432 | 121.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 432 | 121.7 |
| Total | 432 | 121.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.7 | |
| Total | 432 | 121.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
AEM Asset Management LLC
✚
|
NJ | 0.1 |
|
FIT Asset Management LLC
✚
|
CO | 0.1 |
|
Catalyst Investment Management LLC
✚
|
0.1 | |
|
Graver Capital Management LLC
✚
|
OH | 0.1 |
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
Symphony Wealth Management LLC
✚
|
0.1 | |
|
Loretta Nolan Associates LLC
✚
|
CT | 0.1 |
|
Baffin Advisors LLC
✚
|
0.1 | |
|
Core Planning LLC
✚
|
MO | 0.1 |
|
Antonetti Capital Management LLC
✚
|
FL | 0.1 |