Judson Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,935,736
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Judson Investments LLC acts as an investment manager primarily to pooled vehicles and institutional assets, overseeing roughly $9.94 million in discretionary assets under management. The firm's ADV also discloses that it serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, in addition to institutional mandates.
The brochure describes the firm’s investment methods and discretionary authority and notes the use of percentage‑of‑AUM billing; it also includes a section on performance‑based fees and side‑by‑side management. The ADV indicates the firm conducts regular account reviews and addresses custody, brokerage practices and trade allocation in its compliance disclosures.
What is distinctive is the combination of a small, single‑advisor manager with under $10 million in AUM that nevertheless manages pooled vehicles while also accepting individual and high‑net‑worth clients — a client mix that is uncommon among peers. The inclusion of detailed sections on performance fees, custody, voting client securities and a code of ethics suggests operational and compliance practices that may be more extensive than typically found at similarly sized managers.
Client services
Portfolio management
Main office location
Judson Investments LLC
8 Sound Shore Drive, Suite 210
Greenwich CT 06830, United States
Number of offices
1
Most active in
Judson Investments LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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