Hudson Canyon Investment Counselors LLC (Red Bank)

Name: Hudson Canyon Investment Counselors LLC
Address: 151 Bodman Place, Red Bank, NJ, 07701 1074
Telephone: 201-332-9800

Hudson Canyon Investment Counselors LLC is a large advisory firm based in Red Bank. It manages $166.99 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Colorado, and 12 other states.

Hudson Canyon Investment Counselors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hudson Canyon Investment Counselors: assets under management

The assets under management (AUM) of Hudson Canyon Investment Counselors LLC is $166.99 million. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $166 million in discretionary accounts and $991 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.58 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $495.5 thousand.

Hudson Canyon Investment Counselors has custody of $4.04 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hudson Canyon Investment Counselors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hudson Canyon Investment Counselors LLC

Reginald Hugh A Fitzpatrick has been acting as President since 1 Sep 2017. Karen F Keeler joined the executive team most recently as the Chief Administration Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Cajigal	Managing director,ceo and chief compliance officer	1 Jun 2001	50% - 75%	1451611
William Patrick Fox	Managing director and cio	1 Jun 2001	50% - 75%	4431754
William Fox	Managing director and cio	1 Jun 2001	50% - 75%	4431754
Nicholas Lyon Gerow	Chief compliance officer	1 Oct 2004	Other	4865313
Karen F Keeler	Chief administration officer	1 Sep 2017	Other	4823722
Reginald Hugh A Fitzpatrick	President	1 Sep 2017	Other	849483
Alfred Rives Berkeley	Chairman	1 Sep 2017	Other	19441
Princeton Capital Management Inc	Member	1 Sep 2017	50% - 75%	105263

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Reginald Hugh A Fitzpatrick	President,director	1 Dec 2006	25% - 50%	849483
Alfred Rives Berkeley	Chairman, director	1 Jan 2013	25% - 50%	19441

Based in Red Bank

The principal office where Hudson Canyon Investment Counselors LLC performs its advisory services is located at 151 Bodman Place, Red Bank, NJ 07701 1074, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-332-9800 or by fax 201-332-9898. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at hudsoncanyon.net/.