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Hudson Heritage Capital Management, Inc.

Hudson Heritage Capital Management, Inc.. CRD 44357

Hudson Heritage Capital Management, Inc. logo

CRD: 44357

Hudson Heritage Capital Management, Inc.

Croton-ON-Hudson, NY, 10520
9142718102
www.hhcminc.com
$128.7M Total AUM
$0 Disc. AUM
6.5% 3Y CAGR
12 Employees
300 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
Ridge element
Established Date
06-26-1998
Office Locations
1

Office Locations

20 Baltic Place Suite 2 Croton-ON-Hudson NY

About Hudson Heritage Capital Management, Inc.

Hudson Heritage Capital Management (HHCM) is a FINRA broker/dealer and registered investment adviser founded in 1997 and headquartered in New York. The firm provides investment, financial planning, and insurance solutions for individuals and corporations. Its advisory portfolios commonly use ETFs, mutual funds, and fixed income, and it custody-clears through firms such as Charles Schwab.

Team overview

77 AVG AGE
$64.3M AVG AUM / ADVISOR
$428.9K AVG AUM / CLIENT
21.9 yrs AVG TENURE
12 Employees
2 Advisory Reps
12 RIA Reps
27yrs Firm Age

Insights

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Asset Classes

Capital summit Unison Harbor optima

Custodian

Focus Beacon Vertex meridian Harbor vertex

Investment Themes

Harbor zenith Ember

Investment Vehicles

Ridge quantum

Services

Crest Frontier peak North Catalyst insight Vector Vital foundation Unison Fusion ember

Technology

Legacy atlas

Owner & Executives

FREDERICK WILLIAM PETERSON

FREDERICK WILLIAM PETERSON

Vice President

CRD
#1420142
Ownership
50% but less than 75%
(275) 824-6030
alpha.wave@primecapital.com
in linkedin.com/in/atlas-eagle
DOMINICK THOMAS SCIANANDRE

DOMINICK THOMAS SCIANANDRE

Chief Compliance Officer, Operations Principal, President

CRD
#872050
Ownership
50% but less than 75%
(274) 929-8325
meridian.unison@quantumcapital.com
in linkedin.com/in/horizon-horizon

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Contacts

J

JOHN FRANCIS CANCALOSI

--

CRD
#4394045
(783) 270-2024
timber.ridge@summitcapital.com
in linkedin.com/in/pioneer-bridge
R

RONALD FRANK FERRAROTTI

--

CRD
#4011557
(850) 568-6932
capital.wave@beaconcapital.com
in linkedin.com/in/optima-vector
F

Fusion peak

Vertex alpha momentum

CRD
#18926
(488) 871-5178
unison.alpha@embercapital.com
in linkedin.com/in/signal-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-07-2022
03-15-2023
03-20-2024
03-05-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $128,660,000 $279,696
Total $128,660,000 $279,696

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Separately Managed Accounts

Total SMA Asset: $128,660,000

$128.7M Total SMA
Equity - Exchange:
6.2%
Public Funds:
6.8%
Cash:
19.8%
Corporate - Investment Grade:
23.6%
Corporate - Non-Investment Grade:
19.7%
Municipal Bonds:
19.5%
U.S. Government/Agency:
4.4%
Asset class Assets Assets %
Equity - Exchange $23,299,526 6.2%
Public Funds $25,554,319 6.8%
Cash $74,408,164 19.8%
Corporate - Investment Grade $88,688,518 23.6%
Corporate - Non-Investment Grade $74,032,365 19.7%
Municipal Bonds $73,280,767 19.5%
U.S. Government/Agency $16,535,148 4.4%
Total $375,798,807 100.0%

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