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Hudson Value Partners LLC
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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 ($MM) |
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Type | Form D Funds | Date | Sold ($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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