Hudson Edge Investment Partners, Inc.

Overview

Hudson Edge Investment Partners, Inc. is an SEC registered investment adviser based in Jersey City, NJ, registered since 1983. It reports $2.9B in assets under management across 70 accounts, with 16 employees. It has 1 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

70

Average account

$42.1M

Employees

16

Advisory reps

1

Registered since

1983

Jurisdictions

52

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Matthew Gregory Kosara Managing Partner CRD 4567367
• David Charles Hauck Chief Operating Officer, Limited Partner CRD 2850753
• Joann B Conry Chief Compliance Officer CRD 3247185

1 more executive officer, with direct contact details

Advisory reps 1 of 1

• Stevens Copeland Sheppard Investment Adviser Rep CRD 1454338

Location

Headquarters

525 Washington Blvd
Jersey City, NJ 07310

County

Hudson

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: hudsonedgeip.com

Every state, with registration dates

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