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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HUDSON PORTFOLIO MANAGEMENT LLC

CRD 130021

GARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ade6d822-7f1d-69e9-bb6e-9e3e03683224

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2012 to Mar 30, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $186MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $186M
Private client RAUM: $175MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $92.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 85
Individual clients: 39
High net worth clients: 44
Custody, client assets: $172,297
SEC number: 801-62646
CRD: 130021
Filings on the tape: 20
First filed: Mar 27, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TOYKEN YEE	Certified Financial Planner	GARRISON, NY	18	24	n/a	no
BYRON SCHOENDORF STINSON	n/a	GARRISON, NY	5	40	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STINSON, BYRON, SCHOENDORF	MANAGING MEMBER	E	yes	12/2003	Mar 27, 2012	Mar 20, 2024
YEE, TOYKEN	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER	B	yes	03/2008	Mar 27, 2012	Mar 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HUDSON FINANCIAL GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$186M	$186M	5	5	0	n/a	n/a
2024	Mar 18, 2025	$174M	$174M	6	6	0	n/a	n/a
2023	Mar 20, 2024	$146M	$146M	6	6	0	n/a	n/a
2022	Mar 17, 2023	$130M	$130M	5	5	0	n/a	n/a
2021	Mar 31, 2022	$153M	$153M	4	4	0	n/a	n/a
2020	Mar 18, 2021	$136M	$136M	6	6	0	n/a	n/a
2019	Mar 24, 2020	$121M	$121M	6	6	0	n/a	n/a
2018	Mar 29, 2019	$114M	$114M	6	5	0	n/a	n/a
2017	Mar 20, 2018	$124M	$124M	7	7	0	n/a	n/a
2016	Mar 13, 2017	$107M	$107M	6	5	n/a	n/a	n/a
2015	Mar 16, 2016	$101M	$101M	6	5	n/a	n/a	n/a
2014	Mar 24, 2015	$101M	$101M	5	5	n/a	n/a	n/a
2013	Mar 19, 2014	$106M	$106M	6	6	n/a	n/a	n/a
2012	Mar 26, 2013	$87.0M	$87.0M	6	6	n/a	n/a	n/a
2011	Mar 27, 2012	$80.0M	$80.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$186M	$174M	6.9%	$130M	12.8%	5	6	0	0

Relationships

Registered with (2)

← BYRON SCHOENDORF STINSONAdvisorregistration: current employment
Sep 7, 2021 to presentfactForm ADV
← TOYKEN YEEAdvisorregistration: current employment
Oct 12, 2007 to presentfactForm ADV

Controls (2)

← STINSON, BYRON, SCHOENDORFOwnerMANAGING MEMBER, ownership code E, individual
Mar 27, 2012 to Mar 20, 2024factForm ADV
← YEE, TOYKENOwnerCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 27, 2012 to Mar 20, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ade6d822-7f1d-69e9-bb6e-9e3e03683224
First observed: Mar 27, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HUDSON PORTFOLIO MANAGEMENT LLC

CRD 130021

GARRISON, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ade6d822-7f1d-69e9-bb6e-9e3e03683224

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TOYKEN YEE

Certified Financial Planner

GARRISON, NY

n/a

BYRON SCHOENDORF STINSON

n/a

GARRISON, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STINSON, BYRON, SCHOENDORF

MANAGING MEMBER

yes

12/2003

Mar 27, 2012

Mar 20, 2024

YEE, TOYKEN

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER

yes

03/2008

Mar 27, 2012

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HUDSON FINANCIAL GROUP, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$186M

n/a

2024

Mar 18, 2025

$174M

n/a

2023

Mar 20, 2024

$146M

n/a

2022

Mar 17, 2023

$130M

n/a

2021

Mar 31, 2022

$153M

n/a

2020

Mar 18, 2021

$136M

n/a

2019

Mar 24, 2020

$121M

n/a

2018

Mar 29, 2019

$114M

n/a

2017

Mar 20, 2018

$124M

n/a

2016

Mar 13, 2017

$107M

n/a

2015

Mar 16, 2016

$101M

n/a

2014

Mar 24, 2015

$101M

n/a

2013

Mar 19, 2014

$106M

n/a

2012

Mar 26, 2013

$87.0M

n/a

2011

Mar 27, 2012

$80.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$186M

$174M

6.9%

$130M

12.8%