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HUDSON VALUE PARTNERS, LLC
CRD 301325File 801-115202
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$678.3M
Above cohort median (national)
Discretionary AUM
$501.1M
Non-discretionary $177.2M
Clients
204
547 accounts
Employees
5
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 10, 2019
- Principal office
- 2875 SOUTH OCEAN BLVD., SUITE 200-26, PALM BEACH, FL, 33480
- Phone
- 646-343-9772
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $678.3M
- Discretionary AUM
- $501.1M
- Non-discretionary AUM
- $177.2M
- Discretionary accounts
- 481
- Non-discretionary accounts
- 66
- Total accounts
- 547
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $6.5M |
| High net worth individuals | 119 | $643.7M |
| Pooled investment vehicles | 1 | $4.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 84 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.