Hudson Value Partners, LLC

RIASEC RegisteredEst. 2019
Total AUM
$678M
Discretionary
$501M
74% of AUM
Avg account
$1.2M
Accounts
547
Employees
4
Advisory reps
4

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, SEC‑registered registered investment adviser formed in 2019 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and provides financial planning, discretionary and non‑discretionary portfolio management for individuals, pooled vehicles, businesses and small institutions, plus pension consulting. Fees are charged on a mix of percentage of AUM, hourly and fixed‑fee arrangements. The firm reports an equity‑oriented preference in its public filings and does not identify itself as an active ESG investor.

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 3
  • Christopher Davis

    Christopher Davis

    Founding PartnerCRD 6676112

  • Marianne Witte

    Marianne Witte

    Portfolio ManagerCRD 1207642

  • Marino Patrk

    Marino Patrk

    Principal & Portfolio ManagerCRD 6339377

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$46.2M in ETFs

Passive

92%

$42.6M

Active

7%

$3.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$7.3M22,74215.78%
Unlock additional holdings →

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

Similar firms

Dudley & Shanley, Inc.

RIA

Palm Beach, FL

AUM $747MTEAM 5REPS 4

Harvey Capital Management Inc

RIA

Palm Beach, FL

AUM $579MTEAM 5REPS 3

Segra Capital Management, LLC

RIA

Palm Beach, FL

AUM $821MTEAM 5REPS 3

Dock Street Asset Management Inc

RIA

Palm Beach, FL

AUM $1.1BTEAM 6REPS 3

Harlan Capital Partners LLC

RIA

Palm Beach, FL

AUM $281MTEAM 9REPS 2

Genrock Capital Management, LP

RIA

Palm Beach, FL

AUM $258MTEAM 4REPS 2
More RIAs in Palm Beach →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth