Hudson Edge Investment Partners, Inc.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 104870
· SEC file 801-19314
· Jersey City, NJ
· WWW.HudsonEdgeIP.com
☆ Save with Pro
ADV data as of Apr 13, 2026
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 70
- Avg AUM / client
- $42.1M
- Accounts
- 70
- Employees
- 16
AUM over time
$1.6B
$5.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $228K | 0.01% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.7B | 59.2% |
| Pension and profit sharing plans | 68 | $1.1B | 37.7% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 0.09% |
| State or municipal government entities | Fewer than 5 clients | $57.2M | 1.94% |
| Corporations and other businesses | Fewer than 5 clients | $153K | 0.01% |
| Other | Fewer than 5 clients | $31.2M | 1.06% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hgk Trinity Street International Equity Fund, Lp | Other Private Fund | Delaware | $1.1B | 63 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hawaii Iron Workers' Annuity Plan Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund | 2024 | |
| Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations Bd Trustees Ret And Pension Plan For Officers And | 2024 | |
| Operating Engineers Local No. 147 Annuity Fund Board Of Trustees Operating Engineers Local No. 147 Annuity | 2024 | |
| Operating Engineers' Local 324, Defined Contribution Pension Plan Joint Board Of Trustees, Operating Engineers Local 324, Dc | 2024 | |
| Hawaii Iron Workers' Pension Plan Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | Waipahu, HI | 2024 |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund Board Of Trustees Local 60 Annuity Fund | Hawthrone, NY | 2024 |
| Ufcw No. California Food Employers Joint Individual Account Plan Board Of Trustees Ufcw No. California Food Employers Joint Ind Account | 2024 | |
| Central Laborers' Pension Fund Board Of Trustees Of Central Laborers' Pension Fund | Jacksonville, IL | 2024 |
| Resilient Floor Covering Pension Fund Bot Of Resilient Floor Covering Pension Fund | 2024 | |
| Western Pennsylvania Teamsters And Employers Pension Fund W Pa Teamsters & Employers Pension | 2024 | |
| United Association General Officers And Employees Pension Fund United Association General Officers And Employees Pension Fund Board O | Annapolis, MD | 2024 |
| Westchester Heavy Construction Laborers Local 60 Pension Fund Board Of Trustees Local 60 Pension Fund | Hawthorne, NY | 2024 |
| Graphic Communications Union Local 2 C Retirement Benefit Plan Graphic Communications Union Local 2 C Retirement Plan | 2024 | |
| Southern Electrical Retirement Fund Board Of Trustees Southern Electrical Retirement Fund | 2024 | |
| Totaltrust Retirement Fund Board Of Trustees, Totaltrust Retirement Fund | 2024 | |
| Laborers National Pension Fund Board Of Trustees Of The Laborers National Pension Fund | Dallas, TX | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pendergast, Michael | Managing Director/Equity Investments/Chief Executive Officer (11/2012) | Jan 2001 (26y) | 5% – 10% | |
| Hauck, David, Charles | Chief Operating Officer | Jun 2013 (13y) | Less than 5% | |
| Harris, Jeffrey, Theodore | Retired | Jan 2017 (10y) | 10% – 25% | |
| Conry, Joann, B | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Stevens Copeland Sheppard | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hgk Employee Stock Ownership Plan | Esop | Dec 1997 | A | 50% – 75% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hgk Trinity Street International Equity Fund, Lp | Other Private Fund | $1.1B | $1.0M | 63 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hawaii Iron Workers' Annuity Plan | Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund | 648 | $59.7M | 08/01/2024 |
| Retirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations | Bd Trustees Ret And Pension Plan For Officers And | 41 | $105M | 07/01/2024 |
| Operating Engineers Local No. 147 Annuity Fund | Board Of Trustees Operating Engineers Local No. 147 Annuity | 1,335 | $64.7M | 05/01/2024 |
| Operating Engineers' Local 324, Defined Contribution Pension Plan | Joint Board Of Trustees, Operating Engineers Local 324, Dc | 8,349 | $248M | 05/01/2024 |
| Hawaii Iron Workers' Pension Plan | Board Of Trustees Of Hawaii Iron Workers Pension Trust Fund | 649 | $176M | 04/01/2024 |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board Of Trustees Local 60 Annuity Fund | 1,101 | $200M | 01/01/2024 |
| Ufcw No. California Food Employers Joint Individual Account Plan | Board Of Trustees Ufcw No. California Food Employers Joint Ind Account | 25,465 | $267M | 01/01/2024 |
| Central Laborers' Pension Fund | Board Of Trustees Of Central Laborers' Pension Fund | 5,167 | $1.4B | 01/01/2024 |
| Resilient Floor Covering Pension Fund | Bot Of Resilient Floor Covering Pension Fund | 1,220 | $418M | 01/01/2024 |
| Western Pennsylvania Teamsters And Employers Pension Fund | W Pa Teamsters & Employers Pension | 3,616 | $1.6B | 01/01/2024 |
| United Association General Officers And Employees Pension Fund | United Association General Officers And Employees Pension Fund Board O | 146 | $209M | 01/01/2024 |
| Westchester Heavy Construction Laborers Local 60 Pension Fund | Board Of Trustees Local 60 Pension Fund | 1,006 | $342M | 01/01/2024 |
| Graphic Communications Union Local 2 C Retirement Benefit Plan | Graphic Communications Union Local 2 C Retirement Plan | 1 | $32.3M | 01/01/2024 |
| Southern Electrical Retirement Fund | Board Of Trustees Southern Electrical Retirement Fund | 13,044 | $2.2B | 01/01/2024 |
| Totaltrust Retirement Fund | Board Of Trustees, Totaltrust Retirement Fund | 1,282 | $7.2M | 01/01/2024 |
| Laborers National Pension Fund | Board Of Trustees Of The Laborers National Pension Fund | 10,811 | $1.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $259M (9% of AUM) Apr 2026
- Pnc Bank $206M (7% of AUM) Apr 2026
- Northern Trust $136M (5% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗