Hudson Way Capital Management, LLC
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Overview
Hudson Way Capital Management, LLC is a financial advisor company based in Dallas, Texas. It has $626.2 million in total assets across four client accounts, making it one of the bigger firms in the nation by assets under management (AUM). The company has a small group, including 4 financial advisors. Hudson Way Capital Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, equities and options.
Hudson Way Capital Management, LLC oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell judgments without requiring client authorization. The firm manages roughly $156.6 million in assets for every customer account. The typical advisor at Hudson Way Capital Management, LLC oversees around one client account, making it one of the most individualized advisor firms in the country.
Hudson Way Capital Management, LLC's central office is located at 2300 N. Field Street, Dallas, Texas 75201. Hudson Way Capital Management, LLC is legally allowed to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hudson Way Capital Management, LLC by the Numbers
$626.2 million
8
4
$156.6 million
Fee Structure
Fees for financial advisory services largely are based on which services are offered. Fees billed by the firm likely include any blend of the following fee types: asset-based or other. The firm does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company caters to pooled investment vehicles. Out of its four customers, Hudson Way Capital Management, LLC's biggest client type by number of accounts is pooled investment vehicles. About 50% of the company's clients are represented by people from outside of the U.S.
- 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 Way Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Hudson Way Capital Management, LLC
Dallas, TX
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