Hudson Americas L.P. (Dallas)
Hudson Americas L.P. is a large advisory firm based in Dallas. It manages $39.78 billion of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.
Hudson Americas provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Hudson Americas: assets under management
The assets under management (AUM) of Hudson Americas L.P. is $39.78 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and $23.61 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in investment grade corporate bonds the most. They account for 47% of the total AUM. The second-largest asset type is government bonds, which make up 43% of the firm’s portfolio. Investments in cash and cash equivalents form 10% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Hudson Americas L.P. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Hudson Americas serves?
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Hudson Americas is pooled investment vehicles with 116 clients and $38.79 billion of assets under management. Among the 9 most similar advisory firms, Hudson Americas has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $39.78 billion for 121 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.
Hudson Americas also advises several private funds. Namely, twenty one hedge funds, nineteen real estate funds, and forty six private equity funds.
Careers at Hudson Americas L.P.
The company employs 131 people that are either part- or full-time employees. 99 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 17 indirect owners.Based in Dallas
The principal office where Hudson Americas L.P. performs its advisory services is located at 2711 N. Haskell Avenue, Dallas, TX 75204, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-754-8400 or by fax 214-754-8401. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at hudson-advisors.com.
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