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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 Oct 1, 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
- Website
- HTTPS://WWW.HudsonEdgeIP.com
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $153K |
| Charitable organizations | Fewer than 5 | $2.7M |
| High net worth individuals | 1 | $228K |
| Pooled investment vehicles | 1 | $1.75B |
| Pension and profit sharing plans | 68 | $1.11B |
| State or municipal government entities | Fewer than 5 | $57.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 76 | 70 | decreased by6 |
| Apr 1, 2026 | AUM | $2,561,762,653 | $2,948,564,888 | increased by$386,802,235 |
| Apr 1, 2026 | Accounts | 88 | 70 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 78 | 76 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,461,255,446 | $2,561,762,653 | increased by$100,507,207 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 82 | 88 | increased by6 |
| Apr 1, 2022 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2022 | Clients | 101 | 78 | decreased by23 |
| Apr 1, 2022 | AUM | $2,208,168,239 | $2,461,255,446 | increased by$253,087,207 |
| Apr 1, 2022 | Accounts | 101 | 82 | decreased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUDSON EDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUDSON EDGE” may also match similarly-named firms). Confirm identity against each filing.
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.