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⚲
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| Hudson Portfolio Management LLC
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| |
|---|---|
| CRD # | 130021 |
| SEC # | 801-62646 |
| CIK # | 0001847700 |
| AUM | $145.8 MM (2024-03-20) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 845-424-4567 |
| Address | 27 Garrisons Landing Garrison, NY 10524-0344 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 14.9 |
| (b) Individuals (high net worth individuals) | 41 | 127.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 3.4 |
| (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 | 84 | 145.8 |
| By Discretionary | ||
| Discretionary | 84 | 145.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 84 | 145.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 137.0 | |
| Total | 84 | 145.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001847700] |
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