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⚲
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| Hudson Value Partners LLC
✚
| |
|---|---|
| CRD # | 301325 |
| SEC # | 801-115202 |
| CIK # | 0001840501 |
| AUM | $421.3 MM (2024-06-03) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 646-343-9772 |
| Address | 2875 South Ocean Blvd Palm Beach, FL 33480 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 14.2 | |
| MSFT | 1,918,222.4 | 12.1 | |
| GOOGL | 1,475,138.5 | 10.2 | |
| BLDR | 9,096.0 | 8.0 | |
| COST | 207,576.9 | 6.4 | |
| QCOM | 147,392.0 | 6.4 | |
| GOOG | 1,482,566.4 | 6.0 | |
| DHR | 183,136.1 | 5.8 | |
| CVX | 294,604.1 | 5.7 | |
| JNJ | 465,600.2 | 5.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | HVP Opportunities Fund LP | [2021-08-10] | 2.7 | 2.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 16.8 |
| (b) Individuals (high net worth individuals) | 104 | 396.6 |
| (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 | 1 | 2.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.3 |
| (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 | 400 | 421.3 |
| By Discretionary | ||
| Discretionary | 353 | 316.3 |
| Non-Discretionary | 47 | 105.0 |
| Total | 400 | 421.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.3 | |
| Total | 400 | 421.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Paul Davis | 37 | ||
| Christopher Davis | 50 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001840501] |
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