SourcingSourcing

HUDSON EDGE INVESTMENT PARTNERS, INC.

C35
CRD 104870·SEC 801-19314·JERSEY CITY, NJ
AUM
$2.95B
$1B+
Est. Revenue
$29.5M
@ 1% on AUM
Est. EBITDA
$8.8M
@ 30% margin
Est. Deal Value
$70.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUDSON EDGE INVESTMENT PARTNERS, INC.
CRD
104870
SEC file #
801-19314
EIN
521296988
DBA names
—

Economics

AUM
$2.95B
AUM band
$1B+
AUM trajectory
'20'26
$1.63B → $2.95B▲ +81%
Client mix
Pension Profit Sharing Plans68
Individuals High Net Worth1
Pooled Investment Vehicles1

Operations

Employees (total)
16
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
9 advisors → 7 advisors▼ -22%
Primary office
JERSEY CITY NJ
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/13/2026
ADV-W filed at
—
Website
hudsonedgeip.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUDSON EDGE EMPLOYEE STOCK
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
HUDSON EDGE EMPLOYEE STOCK
HAUCK, DAVID, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HUDSONEDGEIP.COM
Rdap Domain Creation Date
2023-02-08T21:37:31Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Participants
28
Form 5500 Total Compensation
3,677,441
Form 5500 Compensation Trajectory 3y
20253,394,210
2026283,231
20240
Form 5500 Plan Count Trajectory 3y
202519
20267
20241
Schedule C Total Compensation
3,677,441
Schedule C Service Provider Rows
28

SEC EDGAR

Edgar Cik
0000740272
Edgar Registered
Yes
Edgar Filing Count
111
Edgar First Filing Date
1999-05-06
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
109
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001140361-26-017020
Edgar Former Names
HGK ASSET MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Northern Trust5
E*trade4
Morgan Stanley3
Fidelity2
Bny Mellon2
Edgar Addresses
Mailing
525 WASHINGTON BLVDSUITE 2000JERSEY CITY, NJ 07310
Business
525 WASHINGTON BLVDSUITE 2000JERSEY CITY, NJ 07310
Edgar EIN
521296988
Edgar Recent Filings
13F-HR2026-04-27 · 0001140361-26-017020
13F-HR2026-01-27 · 0001140361-26-002488
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-08T21:37:31Z
Rdap Domain Last Changed
2026-02-03T14:25:51Z
Rdap Nameservers
Cpanel01.dataspindle.comCpanel02.dataspindle.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
HAUCK, DAVID, CHARLES
Direct Owner · 7.5%
2850753
MICHAEL PENDERGAST
Direct Owner · 7.5%
4347322
CONRY, JOANN, B
Executive Officer · 2.5%
3247185
KOSARA, MATTHEW, GREGORY
Executive Officer · 2.5%
4567367
STEVENS COPELAND SHEPPARD
IAR
1454338