H
CRD: 130021
Hudson Portfolio Management LLC
Garrison, NY, 10524
8454244567
$185.9M Total AUM
$185.9M Disc. AUM
-- 3Y CAGR
5 Employees
84 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-09-2004
- Office Locations
- 1
Office Locations
27 Garrison's Landing Garrison NY
About Hudson Portfolio Management LLC
Hudson Portfolio Management LLC is a Garrison-based RIA. The firm has been operating for 22 years. Managing $185.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
60 AVG AGE
$37.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
11.7 yrs AVG TENURE
5 Employees
5 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Bridge catalyst Glacier wave Prime
Client Personas
Delta summit
Investment Themes
Timber element Element beacon
Investment Vehicles
Momentum
Services
Timber radial Fusion Glacier capital Vital
Owner & Executives
B
BYRON SCHOENDORF STINSON
Finance Advisor, Managing Member
- CRD
- #4743093
- Ownership
- 75% or more
(513) 328-7940
matrix.delta@meridiancapital.com
in linkedin.com/in/value-glacier
T
TOYKEN YEE
Chief Compliance Officer, Chief Financial Officer
- CRD
- #5437888
- Ownership
- 10% but less than 25%
(966) 765-2039
wave.insight@insightcapital.com
in linkedin.com/in/peak-insight
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,881,100 | $2,186,836 |
| Non-Discretionary | $0 | -- |
| Total | $185,881,100 | $2,186,836 |
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Separately Managed Accounts
Total SMA Asset: $185,881,100
Equity - Exchange:
37.1% Public Funds:
20.9% U.S. Government/Agency:
19.2% Cash:
22.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,778,711,633 | 37.1% |
| Public Funds | $1,565,365,853 | 20.9% |
| U.S. Government/Agency | $1,438,039,443 | 19.2% |
| Cash | $1,707,671,839 | 22.8% |
| Total | $7,489,788,768 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL PRIME RIDGE | PIONEER VALUE | 4W7Z2HCJS | APQD | 8.07% | $72,270,419 |
| CAPITAL PATHWAY SIGNAL | PATHWAY FOCUS | 260GTBY93 | MFPMB | 9.42% | $94,727,002 |
| BEACON ELEMENT ZENITH | PRIME ATLAS | 255IIS2JF | QRB | 2.36% | $14,080,115 |
| SIGNAL VECTOR | HORIZON NORTH | F53TC9KBC | LPKDS | 5.49% | $24,238,792 |
| RADIAL OPTIMA RADIAL | ATLAS FRONTIER | AHUYT2UDF | TFKL | 5.51% | $48,355,677 |
| PEAK VECTOR VALUE | VITAL VITAL | L704YY6T6 | PLX | 7.05% | $31,075,168 |
| VITAL UNISON VALUE | GLACIER INSIGHT | J3R2RDLVK | PEW | 10.67% | $94,313,553 |
| VITAL VITAL | MATRIX HARBOR | V3S10S9C8 | KWZC | 10.43% | $116,364,540 |