Hudson Capital Management LLC (Ramsey)


Hudson Capital Management LLC is a large advisory firm based in Ramsey. It manages $296.8 million of regulatory assets for 815 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Michigan, New Jersey, and 3 other states.

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Hudson Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hudson Capital Management: assets under management

The assets under management (AUM) of Hudson Capital Management LLC is $296.8 million. The firm's AUM has grown by 244% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $286.95 million in discretionary accounts and $9.85 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $364.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $364.64 thousand.
Hudson Capital Management has custody of $82.34 million in cash and securities for 82 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 58% of the total AUM. The second-largest asset type is other assets, which make up 30% of the firm’s portfolio. Investments in government bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hudson Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hudson Capital Management serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hudson Capital Management is high net worth individuals with 114 clients and $223.56 million of assets under management. Among the 10 most similar advisory firms, Hudson Capital Management has the 5th highest percentage of high net worth individuals out of all clients.


The amount of regulatory assets under management is $296.8 million for 250 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hudson Capital Management doesn't advise any private funds.

Careers at Hudson Capital Management LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Victoria Kyong Ran Parker Member 1 Mar 2004 Other 4792967
Andrew Michael Aran Partner 1 Dec 2010 25% - 50% 2025715
Timothy Glenn Parker Chief compliance officer 1 Dec 2010 Other 2783267
Mark David Reitsma Partner 1 Dec 2010 25% - 50% 4428584
Timothy Glenn Parker Partner 1 Dec 2011 Other 2783267
Mark David Reitsma Chief compliance officer 1 Dec 2011 25% - 50% 4428584

Based in Ramsey

The principal office where Hudson Capital Management LLC performs its advisory services is located at 500 North Franklin Turnpike, Ramsey, NJ 07446, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-447-5850 or by fax 201-447-5808. The normal business hours are 900-500 on Monday - Friday. You can find more information about the New York firm at regencywealth.com.