Hudson Bay Capital Management LP (New York)


Hudson Bay Capital Management LP is a large advisory firm based in New York. It manages $6.87 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.

Hudson Bay Capital Management provides portfolio management for pooled investment vehicles. 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 Bay Capital Management: assets under management

The assets under management (AUM) of Hudson Bay Capital Management LP is $6.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 57117% since the beginning of its operation, and $6.69 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.87 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.37 billion each.
Hudson Bay Capital Management has custody of $5.08 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hudson Bay Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hudson Bay Capital Management serves?

The only and largest group of clients of Hudson Bay Capital Management is pooled investment vehicles with 5 clients and $6.87 billion of assets under management. Among the 8 most similar advisory firms, Hudson Bay Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.87 billion for 5 clients. 40% of the firm’s clients are foreign persons or businesses.

Hudson Bay Capital Management also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Hudson Bay Capital Management LP

The company employs 74 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Hudson Bay Capital Gp Llc General partner of hudson bay capital management lp ("hudson bay capital") 1 Jun 2005 Other 36-4576051
Sander Ross Gerber Limited partner of hudson bay capital, managing member of hudson bay capital associates llc ("capital associates") 1 Jun 2005 50% - 75% 2341785
Yoav Roth Limited partner of hudson bay capital, member of capital associates 1 Jun 2005 Other 4054650
Hudson Bay Capital Gp Llc General partner 1 Jun 2005 Other 36-4576051
John Christopher Doscas Limited partner, president 1 Jun 2005 Other 1323034
Nadya Yevgenyevna Frukter Chief financial officer 1 Jan 2006 Other 2746995
Charles Howard Winkler Limited partner of hudson bay capital, member of capital associates 1 Nov 2007 Other 2756615
Roy Astrachan Limited partner of hudson bay capital, member of capital associates 1 Jan 2009 Other 2923119
Scott Black General counsel and chief compliance officer of hudson bay capital and hudson bay credit management llc ("hudson bay credit") 1 Oct 2010 Other 6018347
Hudson Bay Capital Management Lp Sole member of hudson bay credit (relying adviser) 1 Jun 2013 75% - 100% 155910
Marc S Sole Member, managing board of hudson bay credit 1 May 2014 Other 4405132
Charles Howard Winkler Member, managing board of hudson bay credit 1 May 2014 Other 2756615
Sander Ross Gerber Member, managing board of hudson bay credit 1 May 2014 Other 2341785
Capital Associates (Gp Of Hudson Bay Fund Lp) Sole member of hudson bay credit associates llc (gp of hudson bay absolute return credit opportunities fund, lp) 1 May 2014 75% - 100% 32-0152738
Steven Michael Petersen Chief financial officer of hudson bay capital 1 May 2014 Other 6177054
George Antonopoulos Limited partner of hudson bay capital, member of capital associates 1 Jan 2018 Other 4542619

Based in New York

The principal office where Hudson Bay Capital Management LP performs its advisory services is located at 777 Third Avenue, 30 Th Floor, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 571-1244 or by fax 212 571-1279. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hudsonbaycapital.com/.