Hudson Housing Capital LLC

CRD#161240
Investment Advisor Firm

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Overview

Hudson Housing Capital LLC operates as a financial advisory company that has its headquarters in New York, New York. The firm handles $4.6 billion in assets under management over 90 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). Hudson Housing Capital LLC has an average-sized team, including 5 financial advisors. Hudson Housing Capital LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.

Hudson Housing Capital LLC oversees zero of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without requiring client authorization. The company also administers 90 non-discretionary accounts with a total of $4.6 billion in AUM. The investment advisory firm administers an average of $50.8 million for each customer account. The typical advisor at Hudson Housing Capital LLC administers around 18 client accounts, placing it among the more individualized advisor firms in the country.

The firm's central office is at 630 Fifth Avenue, Suite 2850, New York, New York 10111. The firm is permitted to provide services to clients in the state of New York.

Assets Under Management

$4.6 billion

Number of Advisors

5

Disclosures

No

Office Location

630 Fifth Avenue, Suite 2850
New York, NY 10111

Hudson Housing Capital LLC by the Numbers

Total Assets Under Management

$4.6 billion

National Average: $8.6 billion
Total Number of Employees

65

National Average: 64
Total Number of Accounts

90

National Average: 375,227
Average Account Size

$50.8 million

National Average: $23.0 thousand
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Fee Structure

Fees charged by financial advisors are based on the type of services offered. Fees charged by the firm can include the following fee types: asset-based, fixed or performance-based. Hudson Housing Capital LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

Hudson Housing Capital LLC works with pooled investment vehicles. Out of its 90 customers, Hudson Housing Capital LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's clients are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Hudson Housing Capital LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Hudson Housing Capital LLC

Rick Gonzales
New York, NY
Sunny Sowards
New York, NY
Thomas Cucci
New York, NY
Greg Grippa
New York, NY
Blanca Ramirez
New York, NY
Austin Gerentine
New York, NY
Ilyse Mehlman
Highland Park, IL
Michael Siroka
New York, NY
Brian Bassano
New York, NY

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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