JM
Joseph A. Macari
HUDSON HOUSING CAPITAL LLC
New York, NY 10111
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CRD#: 4178857
JM
Professional summary
Joseph Augustus Macari is a registered financial advisor currently at HUDSON HOUSING CAPITAL LLC located in New York, New York and HUDSON HOUSING SECURITIES LLC located in New York, New York.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 22, Series 39 and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. URBAN ATHLETICS,225 LIBERTY STREET, NY NY 10281,RETAIL SPORTING GOODS,OWNER/MEMBER
5 HOURS/MONTH,DUTIES-NEGLIGIBLE
09/1995-PRESENT
2. HUDSON HOUSING CAPITAL LLC - COO/MEMBER 630-5TH AVENUE, SUITE 2850, NEW YORK, NY 10111 REAL ESTATE INVESTMENT RELATED - A REAL ESTATE FINANCIAL SERVICES FIRM WITH A FOCUS IN THE AFFORDABLE HOUSING SECTOR. START DATE - APRIL 1998 APPROXIMATELY 200 HOURS PER MONTH AND APPROXIMATELY 6 1/2 HRS A DAY DURING TRADING HOURS.
3. HHC INVESTMENTS LLC, 630 5TH AVE., NY 10011, COMMENCED DECEMBER 31, 2013, MEMBER, ENGAGE IN THE BUSINESS OF ACQUIRING INTEREST IN LIMITED PARTNERSHIPS, INVESTMENT FUNDS AND/OR LIMITED LIABILITY COMPANIES OWNING AFFORDABLE HOUSING PROJECTS, AND HOLDING, SELLING, FINANCING, REFINANCING, AND OTHERWISE DEALING WITH SUCH INTERESTS. DEVOTE 5 HOURS PER MONTH.
4. THE RICHARD E. JAFFEE APRIL 2009 GRAT, 299 CENTRAL PARK WEST, APT. 16A, NEW YORK, NY 10024, TRUST FOR THE BENEFIT OF THE FAMILY OF RICARD JAFFE, TRUSTEE, COMMENCED 4/24/14, DEVOTE 1 HOUR PER QUARTER DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Augustus Macari's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 18, 2021 - Present
HUDSON HOUSING CAPITAL LLC
Office #1: 630 Fifth Avenue, Suite 2850, New York, NY 10111RIA
CRD#: 161240
New York, NY
Current
September 12, 2000 - Present
HUDSON HOUSING SECURITIES LLC
Office #1: 630 5th Avenue Suite 2850, New York, NY 10111Office #2: 630 Fifth Avenue 28th Floor, New York, NY, 10111BD
CRD#: 103861
New York, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HH
HUDSON HOUSING CAPITAL LLC
HUDSON HOUSING CAPITAL LLC | HUDSON HOUSING CAPITAL, LLC
CRD#: 161240 / SEC#: 801-74733
RIA
Registered Investment Advisory firm - (3/29/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/21/2003)
RR
Florida(10/11/2024)
RR
New York(9/12/2000)
IAR
New York(8/18/2021)
RR
Ohio(3/14/2003)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 8/16/2000
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
HH
HUDSON HOUSING CAPITAL LLC
HUDSON HOUSING CAPITAL LLC | HUDSON HOUSING CAPITAL, LLC
CRD#: 161240 / SEC#: 801-74733
RIA
Registered Investment Advisory firm - (3/29/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
630 Fifth Avenue, Suite 2850, New York, NY 10111
Mailing Address
Phone number
(212) 218-4456
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 6,138,665,249 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2025 | ||
| 09/26/2024 | ||
| 04/22/2024 | ||
| 01/04/2024 | ||
| 09/27/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
