Stevens Copeland Sheppard
Investment adviser representative at Hudson Edge Investment Partners, Inc.
25 yearsExperience
1 stateRegistered in
$2.9BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Hudson Edge Investment Partners, Inc.Jan 2026 to now
- Hgk Asset Management, Inc.Jan 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Hudson Edge Investment Partners, Inc.
$2.9BAssets managed
70Clients
1Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454338
- Firm CRD
- 104870