Hudson Value Partners LLC

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Assets, Funds, Holdings

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Hudson Value Partners LLC
CRD #301325
SEC #801-115202
CIK #0001840501
AUM $421.3 MM (2024-06-03)
Employees 4 (100% Investors, 50% Brokers)
Phone646-343-9772
Address2875 South Ocean Blvd
Palm Beach, FL 33480
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002009201420192025
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 ($MM)
2502001501005002020202120232025
Type Form D Funds Date Sold ($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]
Comparable Firms State AUM ($BB)
Iron Horse Wealth Management LLC
IA 0.4
Capital Investment Management Inc
MO 0.4
Zuraw Financial Advisors LLC
NC 0.4
Global Wealth Management Investment Advisory Inc
FL 0.4
Cannon Tingey Investment Advisors Inc
UT 0.4
Pivotal Advisors LLC
NY 0.4
Winch Advisory Services LLC
WI 0.4
New Capital Management LP
TX 0.4
Trunorth Capital Management LLC
MI 0.4
OLIO Financial Planning LLC
VA 0.4
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