Hudson Way Capital Management, LLC (Dallas)

Name: Hudson Way Capital Management, LLC
Address: 2300 N. Field Street, Dallas, TX, 75201
Telephone: (214) 984-5180

Hudson Way Capital Management, LLC is a large advisory firm based in Dallas. It manages $306.97 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Hudson Way 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 Way Capital Management: assets under management

The assets under management (AUM) of Hudson Way Capital Management, LLC is $306.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 61% since the beginning of its operation, and $23.22 million of the total AUM is attributable to clients outside of the United States.

The firm manages $306.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.74 million each.

Hudson Way Capital Management has custody of $306.97 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hudson Way Capital Management, 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.

What kind of clients Hudson Way Capital Management serves?

The only and largest group of clients of Hudson Way Capital Management is pooled investment vehicles with 4 clients and $306.97 million of assets under management. Among the 9 most similar advisory firms, Hudson Way Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $306.97 million for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Hudson Way Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Hudson Way Capital Management, LLC

The company employs 7 people that are either part- or full-time employees. 71 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
William Michael Hyatt	Manager - member	1 Jun 2014	75% - 100%	4416586
Carrie Elizabeth Bass	Chief compliance officer, chief financial officer	1 Jul 2014	Other	6024600

Based in Dallas

The principal office where Hudson Way Capital Management, LLC performs its advisory services is located at 2300 N. Field Street, Dallas, TX 75201, 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 (214) 984-5180. The normal business hours are 8am - 5pm cst on Monday - Friday. You can find more information about the New York firm at hwcapital.com/.