Hudson Value Partners, LLC

RIASEC Registered
Total AUM
$678M
Discretionary
$501M
74% of AUM
Avg account
$1.2M
Accounts
547
Employees
4
Advisory reps
4

Firm details

Headquarters
Palm Beach, Florida
CRD number
301325
Registered since
May 10, 2019
Website
hudsonvaluepartners.com
Custodians
PERSHING LLC, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI94.89%
  • Individuals3.2%
  • Charitable Organizations0.96%
  • Pooled Investment Vehicles0.72%
  • Pension & Profit Sharing Plans0.23%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Hudson Value Partners, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2019) and is owned by an individual. Its client base includes both individuals and families as well as institutional investors. Advisory services listed on the ADV include financial planning, portfolio management across individuals, pooled vehicles and institutions, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 10%, Private Funds 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents10%
  • Private Funds5%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 31

Active vs passive

$53.1M in ETFs

Passive

90%

$47.5M

Active

6%

$5.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$10M27,11618.91%
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Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2875 S Ocean Blvd
Time zone
ET (UTC-5)
Office locations

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