HUDSON PORTFOLIO MANAGEMENT LLC

Latest filing: Mar 18, 2025 (89 days ago)
View on IAPD
Adviser Website

AUM

$173,904,700
19% change vs. 1 year ago
14% change vs. 3 years ago
44% change vs. 5 years ago
72% change vs. 10 years ago

Employee Count

6
0% change vs. 1 year ago
50% change vs. 3 years ago
0% change vs. 5 years ago
20% change vs. 10 years ago

Main Office

GARRISON, NY
27 GARRISON'S LANDING, GARRISON, NY, UNITED STATES, 10524-0344

Client AUM

Discretion AUM
Discretionary $0.2
Non-Discretionary $0.0
Total $0.2
Client AUM
Retail $0.2
Pooled $0.0
Institutional $0.0
Total $0.2
Retail Accounts AUM
Individual 41 $0.0
Average Individual AUM $371,483
HNW 44 $0.1
Average HNW AUM $3,312,755
Retail Total 85 $0.2
Average Retail AUM $1,894,024

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.2
Retail SMA AUM $0.2
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 46% $0.1
Equity Non-Exch 0% $0.0
Govt Agency 8% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 44% $0.1
Other Pools 0% $0.0
Cash 1% $0.0
Other 1% $0.0
Total 100% $0.2

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
HUDSON FINANCIAL GROUP, INC. $0.0 accountancy -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name Title
STINSON, BYRON, SCHOENDORF MANAGING MEMBER
YEE, TOYKEN CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
BYRON STINSON GARRISON NY
TOYKEN YEE GARRISON NY CERTIFIED FINANCIAL PLANNER

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $0.2 $0.0 0% 6 0 0%
2025-04-21 $0.2 $0.0 0% 6 0 0%
2024-04-02 $0.1 $0.0 19% 6 0 0%
2023-04-04 $0.1 $0.0 34% 5 1 20%
2022-04-01 $0.2 $0.0 14% 4 2 50%
2021-04-05 $0.1 $0.0 28% 6 0 0%
2020-04-01 $0.1 $0.1 44% 6 0 0%
2019-04-01 $0.1 $0.1 52% 6 0 0%
2018-04-02 $0.1 $0.1 41% 7 -1 -14%
2017-04-01 $0.1 $0.1 63% 6 0 0%
2016-04-01 $0.1 $0.1 73% 6 0 0%
2015-04-01 $0.1 $0.1 72% 5 1 20%
2014-04-01 $0.1 $0.1 64% 6 0 0%
2013-04-01 $0.1 $0.1 100% 6 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, NJ-06/02/2011, NY-01/09/2004, TX-03/31/2005
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV