HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
CRD #44357 SEC #801-64064 CROTON-ON-HUDSON, NY 914-271-8102
SEC Registered Broker-Dealer
Total AUM
$121.7M
Discretionary
$0
Employees
12
Clients
10
Accounts
432
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121.7M | $0 | $121.7M | 12 | 0 |
| Mar 2024 | $114.3M | $0 | $114.3M | 13 | 0 |
| Mar 2023 | $106.6M | $0 | $106.6M | 13 | 0 |
| Mar 2023 | $106.6M | $0 | $106.6M | 13 | 0 |
| Jun 2022 | $113.7M | $0 | $113.7M | 13 | 0 |
| Mar 2022 | $113.7M | $0 | $113.7M | 13 | 0 |
| Mar 2021 | $100.8M | $0 | $100.8M | 13 | 0 |
| Jun 2020 | $93.3M | $0 | $93.3M | 14 | 0 |
| Apr 2020 | $93.3M | $0 | $93.3M | 14 | 0 |
| Mar 2019 | $82.3M | $0 | $82.3M | 14 | 0 |
| Mar 2018 | $83.9M | $0 | $83.9M | 16 | 0 |
| May 2017 | $78M | $0 | $78M | 4 | 600 |
| Apr 2017 | $78M | $0 | $78M | 4 | 600 |
| Mar 2017 | $99M | $0 | $99M | 17 | 600 |
| Feb 2016 | $97.6M | $0 | $97.6M | 18 | 600 |
| Feb 2015 | $98.2M | $0 | $98.2M | 17 | 600 |
| Feb 2014 | $93.2M | $0 | $93.2M | 17 | 600 |
| Mar 2013 | $83.5M | $0 | $83.5M | 17 | 600 |
| Apr 2012 | $92M | $0 | $92M | 11 | 600 |
| Apr 2011 | $75M | $0 | $75M | -- | -- |
| Mar 2010 | $50M | $0 | $50M | -- | -- |
| Mar 2008 | $67.5M | $0 | $67.5M | -- | -- |
| Feb 2008 | $67.5M | $0 | $67.5M | -- | -- |
| Jan 2008 | $55M | $0 | $55M | -- | -- |
| Jan 2008 | $55M | $0 | $55M | -- | -- |
| Dec 2007 | $60M | $0 | $60M | -- | -- |
| Mar 2006 | $48M | $0 | $48M | -- | -- |
DateMar 2025
Total AUM$121.7M
Discretionary$0
Non-Disc.$121.7M
Employees12
Clients0
DateMar 2024
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees13
Clients0
DateMar 2023
Total AUM$106.6M
Discretionary$0
Non-Disc.$106.6M
Employees13
Clients0
DateMar 2023
Total AUM$106.6M
Discretionary$0
Non-Disc.$106.6M
Employees13
Clients0
DateJun 2022
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees13
Clients0
DateMar 2022
Total AUM$113.7M
Discretionary$0
Non-Disc.$113.7M
Employees13
Clients0
DateMar 2021
Total AUM$100.8M
Discretionary$0
Non-Disc.$100.8M
Employees13
Clients0
DateJun 2020
Total AUM$93.3M
Discretionary$0
Non-Disc.$93.3M
Employees14
Clients0
DateApr 2020
Total AUM$93.3M
Discretionary$0
Non-Disc.$93.3M
Employees14
Clients0
DateMar 2019
Total AUM$82.3M
Discretionary$0
Non-Disc.$82.3M
Employees14
Clients0
DateMar 2018
Total AUM$83.9M
Discretionary$0
Non-Disc.$83.9M
Employees16
Clients0
DateMay 2017
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees4
Clients600
DateApr 2017
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees4
Clients600
DateMar 2017
Total AUM$99M
Discretionary$0
Non-Disc.$99M
Employees17
Clients600
DateFeb 2016
Total AUM$97.6M
Discretionary$0
Non-Disc.$97.6M
Employees18
Clients600
DateFeb 2015
Total AUM$98.2M
Discretionary$0
Non-Disc.$98.2M
Employees17
Clients600
DateFeb 2014
Total AUM$93.2M
Discretionary$0
Non-Disc.$93.2M
Employees17
Clients600
DateMar 2013
Total AUM$83.5M
Discretionary$0
Non-Disc.$83.5M
Employees17
Clients600
DateApr 2012
Total AUM$92M
Discretionary$0
Non-Disc.$92M
Employees11
Clients600
DateApr 2011
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees--
Clients--
DateMar 2010
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees--
Clients--
DateMar 2008
Total AUM$67.5M
Discretionary$0
Non-Disc.$67.5M
Employees--
Clients--
DateFeb 2008
Total AUM$67.5M
Discretionary$0
Non-Disc.$67.5M
Employees--
Clients--
DateJan 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees--
Clients--
DateJan 2008
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees--
Clients--
DateDec 2007
Total AUM$60M
Discretionary$0
Non-Disc.$60M
Employees--
Clients--
DateMar 2006
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees--
Clients--