← Back to searchVisit website
HUDSON VALUE PARTNERS, LLC
CRD 301325 · SEC 801-115202
2875 SOUTH OCEAN BLVD., SUITE 200-26, PALM BEACH, FL, 33480, United States
Phone
646-343-9772
Fax
646-850-0262
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$678.3M
Discretionary AUM
$501.1M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $21.7M |
| High net worth individuals | 119 | $643.7M |
| Pooled investment vehicles | 1 | $4.9M |
States served
AZ, CA, MA, MI, NE, NJ, NY, UT, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD