Hudson Edge is an investment advisor that manages portfolios for institutional investors and high-net-worth individuals. Hudson Edge offers various investment strategies, including equity, fixed income, balanced, and international equity. Hudson Edge also participates in wrap fee programs, providing portfolio management services to institutions. The firm's investment approach combines quantitative and qualitative security analysis with a risk-averse approach to portfolio construction.
Assets Under Management$2.6B
Clients76
Advisors1
Avg. per Client$34M
Avg. per Advisor$2.6B
Fee Structure
Investment management only (planning not offered)
Hudson Edge charges a percentage of the value of your investments each year. The specific percentage depends on the investment strategy used. All fees are negotiable. Here are the maximum annual fees for each strategy:
- Large Cap Value: 0.50%
- Mid Cap Value: 0.32%
- Small Cap: 0.80%
- Fixed Income Core: 0.45%
- Intermediate Fixed Income: 0.40%
- Short-Term Fixed Income: 0.30%
- International Equity: 0.90%
- Global Equity: 0.75%
- Balanced: 0.75%
- Core Plus Fixed Income: 0.45%
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