H
Hudson Portfolio Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$175,389,800
Clients
83
53% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
HighAverage account size
$2,113,130
About
Hudson Portfolio Management LLC is a fee-only, SEC‑registered investment adviser that provides discretionary portfolio management and separate investment consulting to private individuals, families, related trusts and estates, small family businesses, and certain nonprofit organizations. The firm structures portfolios to reflect client objectives, risk tolerance and liquidity needs and generally does not use standardized target portfolios.
HPM emphasizes asset allocation and broad diversification and relies largely on independent third‑party research providers such as Value Line and Morningstar to inform long‑term equity and fixed‑income positions. The firm also uses a wider set of tools than many advisers—advising on and, where appropriate, employing options and other derivatives, borrowing (margin) in separately managed accounts, and investments in limited partnerships and structured products.
A distinctive operational feature is HPM’s affiliation with Hudson Financial Group, which provides accounting, tax return preparation, recordkeeping and analytical support and shares personnel with the adviser, allowing coordinated financial and reporting services. The brochure also discloses operational practices that can affect custody and transfers—such as standing letters of authorization for client‑initiated transfers—and notes the firm manages roughly $186 million in discretionary client assets.
Client services
Portfolio management
Hourly or fixed fee non-management advisory services. portfolio management for charitable and non-profit entities.
Hourly or fixed fee non-management advisory services. portfolio management for charitable and non-profit entities.
Expertise
Options & derivatives strategies
Wealth management
Concentrated stock management
Occupation focus
Executive
Attorney
Founder/Business Owner
Fee options
Fixed consulting fees range from $150 to $1,500 per quarter
$0 - $5,000,000: Fund Portfolios - 0.75% annually $0 - $5,000,000: Individual Security Portfolios - 1.00% annually $0 - $5,000,000: Liquidity Portfolios - 0.50% annually $5,000,000 - $10,000,000: Reduction of 0.125% per year on amount exceeding $5,000,000 $10,000,000 - $20,000,000: Reduction of 0.15% per year on amount exceeding $10,000,000 $20,000,000+: Reduction of 0.20% per year on amount exceeding $20,000,000
Hourly consulting fees range from $250 to $750 per hour
Account minimum: $4,000 minimum annual fee Minimum fee: $4,000 minimum annual fee ($1,000 per quarter), reducible or waivable in exceptional circumstances Fee-only: Portfolio management fees based on assets under management; consulting fees charged separately as fixed or hourly fees.
Main office location
Hudson Portfolio Management LLC
27 Garrison's Landing
Garrison NY 10524-0344, United States
Number of offices
1
Most active in
Hudson Portfolio Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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