# Judson Investments LLC

> Judson Investments LLC is a state-registered investment advisory firm in Greenwich, CT, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 169479
- Filed as: JUDSON INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169479
- AdvisorCensus page: https://advisorcensus.com/firm/judson-investments-llc-greenwich-ct-169479

## Quick answers

**How is Judson Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Judson Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Judson Investments LLC located?**
Judson Investments LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Judson Investments LLC registered with the SEC or a state?**
Judson Investments LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169479.

**How much does Judson Investments LLC manage?**
Judson Investments LLC reports $9,935,736 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**What types of clients does Judson Investments LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Judson Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169479

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,935,736
- Discretionary: $9,935,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,950,666 |
| High net worth individuals | Fewer than 5 | $3,879,080 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,105,990 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [judsonllc.com](https://judsonllc.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Judson Investments LLC (CRD 169479): Form ADV filing data as of October 2026.