Hudson Value Partners, LLC

RIASEC RegisteredEst. 2019
Total AUM
$678M
Discretionary
$501M
74% of AUM
Avg account
$1.2M
Accounts
547
Employees
5
Advisory reps
5

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 as an LLC and registered with the SEC in 2019. The firm is owned by an individual and serves both individual/family and institutional clients. Its reported fee mix includes asset-based fees as well as hourly and fixed-fee arrangements. Advisory services emphasize financial planning and portfolio management across several client types: individuals and small businesses, pooled investment vehicles, businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor in its filings.

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

1 of 1

  • Paul Davis

    Partner, CIOCRD 1829693

Contacts

3 of 4

  • Joseph Mcgrath Iii

    CRD 8324231

  • Christopher Davis

    Christopher Davis

    Founding PartnerCRD 6676112

  • Marianne Witte

    Marianne Witte

    Portfolio ManagerCRD 1207642

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth