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| Hudson Valley Wealth Management Inc
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|---|---|
| CRD # | 146338 |
| SEC # | 801-74737 |
| CIK # | |
| AUM | 48.8 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 845-920-1600 |
| Address | One Blue Hill Plaza Pearl River, NY 10965 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Proudliving New Jersey Real Estate Fund LP | [2020-09-01] | 4.0 M | 4.0 M |
| Filed 2020-08-04 (D) · Exemption 506(b) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Not Applicable | ||||
| PE | Hudson Private LP | [2015-02-24] | 26.0 M | 18.5 M |
| Filed 2020-06-05 (D/A) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 15.2 |
| (b) Individuals (high net worth individuals) | 28 | 33.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 234 | 48.8 |
| By Discretionary | ||
| Discretionary | 234 | 48.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 48.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 48.8 | |
| Total | 234 | 48.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Sandra Forman | Executive Officer | 5 | 3 | |
| Christopher Conover | Executive Officer | 2 | 1 | |
| Thomas Caleca | Executive Officer | 1 | 1 | |
| Hudson Valley Wealth Management Inc | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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