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HUDSON EDGE INVESTMENT PARTNERS, INC.

CRD 104870File 801-19314
APPROVED
Retail clients
Custody
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.95B
Top 25% of cohort (national)
Discretionary AUM
$2.95B
Clients
70
70 accounts
Employees
16
Top 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Jul 26, 1983
Principal office
NEWPORT TOWER, 525 WASHINGTON BOULEVARD, JERSEY CITY, NJ, 07310
Phone
201-659-3700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.95B
Discretionary AUM
$2.95B
Non-discretionary AUM
$0
Discretionary accounts
70
Non-discretionary accounts
0
Total accounts
70
AUM per client
$42.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$153K
Charitable organizationsFewer than 5$2.7M
High net worth individuals1$228K
Pooled investment vehicles1$1.75B
Pension and profit sharing plans68$1.11B
State or municipal government entitiesFewer than 5$57.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.