$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
12 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Pathway primeHarbor beacon
- Established Date
- 12-23-2013
- Office Locations
- 1
Office Locations
84 West Park Place 2ND Floor Stamford CT
About Judson Investments LLC
Judson Investments LLC (founded 2014) is a Connecticut-based investment adviser managing Judson Founders Fund LP, where it serves as investment manager and general partner, and offering separately managed accounts. The firm applies extensive fundamental research to invest primarily in publicly traded equities, with flexibility across bonds and options/warrants. Custody includes Interactive Brokers; offerings are limited to qualified investors.
Team overview
41 AVG AGE
$9.9M AVG AUM / ADVISOR
$9.9M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
Signal Focus pathway
Technology
Optima Matrix
Owner & Executives
CRAIG JUDSON MCBETH
Analyst, Managing Member
- CRD
- #4825865
- Ownership
- 75% or more
(213) 211-3606
delta.fusion@legacycapital.com
in linkedin.com/in/oak-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,935,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,935,736 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,829,746
Equity - Exchange:
37.2% Corporate - Non-Investment Grade:
19.6% Cash:
43.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,535,955,630 | 37.2% |
| Corporate - Non-Investment Grade | $809,266,945 | 19.6% |
| Cash | $1,783,690,409 | 43.2% |
| Total | $4,128,912,984 | 100.0% |