# Hudson Portfolio Management LLC

> Hudson Portfolio Management LLC is an SEC-registered investment advisory firm in Garrison, NY, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 130021
- Filed as: HUDSON PORTFOLIO MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garrison, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130021
- AdvisorCensus page: https://advisorcensus.com/firm/hudson-portfolio-management-llc-garrison-ny-130021

## Quick answers

**How is Hudson Portfolio Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hudson Portfolio Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hudson Portfolio Management LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $150 to $1,500 a quarter (consultations outside of our discretionary management services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hudson Portfolio Management LLC located?**
Hudson Portfolio Management LLC's principal office is in Garrison, NY, according to its Form ADV.

**Is Hudson Portfolio Management LLC registered with the SEC or a state?**
Hudson Portfolio Management LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130021.

**How much does Hudson Portfolio Management LLC manage?**
Hudson Portfolio Management LLC reports $185,881,100 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Hudson Portfolio Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Hudson Portfolio Management LLC: Regulatory assets under management: $136,366,000 in the October 2021 data and $185,881,100 in the October 2026 data, up 36%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hudson Portfolio Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (39).

**Which custodians does Hudson Portfolio Management LLC use?**
Hudson Portfolio Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hudson Portfolio Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130021

**What changed in Hudson Portfolio Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Flat fee: $150 to $1,500 a quarter (consultations outside of our discretionary management services)

> We charge either a fixed or an hourly fee for these consultations, which are outside of our discretionary management services. Our fixed fees range from $150 to $1,500 a quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $185,881,100
- Discretionary: $185,881,100
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $15,380,900 |
| High net worth individuals | 44 | $160,008,900 |
| Charitable organizations | Fewer than 5 | $10,491,300 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,366,000 | 6 | May 27, 2021 |
| October 2022 | $153,009,200 | 4 | March 31, 2022 |
| October 2023 | $129,564,100 | 5 | March 17, 2023 |
| October 2024 | $145,766,400 | 6 | March 20, 2024 |
| October 2025 | $173,904,700 | 6 | March 18, 2025 |
| October 2026 | $185,881,100 | 5 | March 30, 2026 |

Regulatory assets under management: $136,366,000 in the October 2021 data and $185,881,100 in the October 2026 data, up 36%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hudson Portfolio Management LLC (CRD 130021): Form ADV filing data as of October 2026.