Hudson Realty Capital LLC (New York)

Name: Hudson Realty Capital LLC
Address: 570 Lexington Avenue, New York, NY, 10022
Telephone: 212-532-3553

Hudson Realty Capital LLC is a large advisory firm based in New York. It manages $118.71 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Hudson Realty Capital 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 Realty Capital: assets under management

The assets under management (AUM) of Hudson Realty Capital LLC is $118.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $118.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.84 million each.

Hudson Realty Capital has custody of $118.71 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hudson Realty Capital LLC 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 Realty Capital serves?

The only and largest group of clients of Hudson Realty Capital is pooled investment vehicles with 8 clients and $118.71 million of assets under management. Among the 9 most similar advisory firms, Hudson Realty Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $118.71 million for 8 clients. None of the firm’s clients are foreign persons or businesses.

Hudson Realty Capital also advises several private funds. Namely, five real estate funds. The minimum investment commitment required of non-related persons ranges from $64,183 to $75,000,000.

Careers at Hudson Realty Capital LLC

The company employs 10 people that are either part- or full-time employees. 50 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
David Jon Loo	Managing director & founding partner	1 Jan 2003	25% - 50%	2217916
Richard Anthony Ortiz	Managing director & founding partner	1 Jan 2003	25% - 50%	2403447
Sanford Sigmund Herrick	Managing director & founding partner	1 Jan 2003	Other	2768233
Michael Jhett Arman	Managing director, chief financial officer & chief compliance officer	1 Jan 2003	Other	3069634
Garfield Ross Spencer	Managing director	1 Jan 2004	Other	6015683
Renee Jennifer Lewis	Managing director	1 Mar 2006	Other	6015685
Andrew Bloom	General counsel & chief compliance officer	1 Sep 2014	Other	6394534
Renee Jennifer Lewis	Member	1 Oct 2014	Other	6015685
Arthur Brodsky	Chief financial officer	1 Oct 2014	Other	6470694
Paul Clyde Griffin	Chief financial officer	1 May 2016	Other	6776343

Based in New York

The principal office where Hudson Realty Capital LLC performs its advisory services is located at 570 Lexington Avenue, New York, NY 10022, 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 212-532-3553 or by fax 212-532-7901. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at hudsonrealtycapital.com.