SEC Form ADV · CIK 1050510

HUDSON HERITAGE CAPITAL MANAGEMENT, INC.

Firm profile: Hudson Heritage Capital Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$128.7M

Assets Under Management

460

Total Clients

Employees

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Registration Details

CIK: 1050510
Accession: CRD-44357
Location: CROTON-ON-HUDSON, NY
Filing Date: March 23, 2026
AUM: $128.7M
Total Clients: 460
Institutional Clients: 15
Employees: 12
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

HUDSON HERITAGE CAPITAL MANAGEMENT, INC. is a registered investment adviser headquartered in CROTON-ON-HUDSON, NY, managing approximately $128.7M in assets across 460 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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