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HUDSON VALUE PARTNERS, LLC
CRD 301325File 801-115202
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 183 | 204 | increased by21 |
| Apr 1, 2026 | AUM | $530,716,950 | $678,337,967 | increased by$147,621,017 |
| Apr 1, 2026 | Accounts | 477 | 547 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 110 | 183 | increased by73 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $437,922,473 | $530,716,950 | increased by$92,794,477 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 281 | 477 | increased by196 |
| Apr 1, 2022 | Clients | 102 | 110 | increased by8 |
| Apr 1, 2022 | AUM | $310,081,138 | $437,922,473 | increased by$127,841,335 |
| Apr 1, 2022 | Accounts | 258 | 281 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUDSON VALUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUDSON VALUE” may also match similarly-named firms). Confirm identity against each filing.
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.