HUDSON VALUE PARTNERS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$678M

Discretionary

$501M

74% of AUM

Avg account

$1.2M

Accounts

547

Employees

Advisory reps

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 formed in 2019 that serves both individual/family and institutional clients. The firm operates under an owner-type classified as individual and offers a mix of advisory services: financial planning, discretionary portfolio management for individuals and pooled vehicles, portfolio management for businesses and institutions, and pension consulting. Fee arrangements include percentage of AUM, hourly charges and fixed fees. Investment activity is tilted toward publicly traded equities with a clear preference for exchange-traded instruments. Their filings show a concentrated equity approach in long-only publicly traded names complemented by ETF positions and selective use of mutual funds. Hudson Value Partners is not an active ESG investor and does not describe itself as a multi-state adviser for regulatory purposes. The firm also manages at least one small private fund vehicle and allocates to alternative asset classes, notably real estate and digital currency.