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| Hudson Valley Wealth Management Inc
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|---|---|
| CRD # | 146338 |
| SEC # | 801-74737 |
| CIK # | |
| AUM | $64.8 M (2025-03-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-920-1600 |
| Address | One Blue Hill Plaza Pearl River, NY 10965 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Proudliving New Jersey Real Estate Fund LP | [2020-09-01] | 4.0 | 4.0 |
| PE | Hudson Private LP | [2015-02-24] | 26.0 | 18.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 44.4 |
| (b) Individuals (high net worth individuals) | 4 | 17.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 23 | 2.5 |
| Total | 388 | 64.8 |
| By Discretionary | ||
| Discretionary | 365 | 62.3 |
| Non-Discretionary | 23 | 2.5 |
| Total | 388 | 64.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 64.8 | |
| Total | 388 | 64.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Sandra Forman | 5 | ||
| Christopher Conover | 2 | ||
| Thomas Caleca | 1 | ||
| Hudson Valley Wealth Management Inc | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matrix Planning Inc
✚
|
CA | 0.1 |
|
Optimal Capital Advisors LLC
✚
|
MI | 0.1 |
|
Alpha Fiduciary Inc
✚
|
AZ | 0.1 |
|
Birnam Wood Capital LLC
✚
|
TX | 0.1 |
|
Fortuna Asset Management LLC
✚
|
CA | 0.0 |
|
B C Ziegler and Company
✚
|
IL | 0.0 |
|
Seavest Capital Partners LLC
✚
|
NY | 0.0 |
|
Rosedale Asset Management LLC
✚
|
NJ | 0.0 |
|
Matheys Lane Capital Management LP
✚
|
RI | 0.0 |
|
Veros Partners Inc
✚
|
IN | 0.0 |