Hudson Value Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 1 private fund.
Hudson Value Partners reports 204 clients. They include 119 high-net-worth individuals, 84 individual clients and 1 pooled investment vehicle. Of its assets, 73.9% ($501M across 481 accounts) are managed with discretion; $177M across 66 accounts are not. A wrap fee program the firm both sponsors and manages holds $673M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 3% |
| High-net-worth individuals | 58% | 95% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84 | $21.7M | 3.2% | $259K |
| High-net-worth individuals | 119 | $644M | 94.9% | $5.41M |
| Pooled investment vehicles | 1 | $4.9M | 0.7% | $4.9M |
| Pension and profit-sharing plans | Fewer than 5 | $1.58M | 0.2% | — |
| Charitable organizations | Fewer than 5 | $6.48M | 1.0% | — |
| Total | 204 | $678M | 100% | — |
- Clients
- 84
- Regulatory AUM
- $21.7M
- AUM share
- 3.2%
- Avg. per client
- $259K
- Clients
- 119
- Regulatory AUM
- $644M
- AUM share
- 94.9%
- Avg. per client
- $5.41M
- Clients
- 1
- Regulatory AUM
- $4.9M
- AUM share
- 0.7%
- Avg. per client
- $4.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.58M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.48M
- AUM share
- 1.0%
- Avg. per client
- —
Total
- Clients
- 204
- Regulatory AUM
- $678M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 11–25
Hudson Value Partners charges up to 1.25% a year for its Hudson Value Partners Wrap Program. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone planning and consulting fees are negotiable, generally $1,500 to $15,000 fixed or $250 to $450 an hour.
Christopher Davis owns 50% to 75% of Hudson Value Partners. The leadership team of Hudson Value Partners includes Chief Compliance Officer Christopher Davis. It has 5 employees.
Leadership
- Christopher DavisChief Compliance Officer, Managing Member
- Paul DavisManaging Member
- Joseph McGrath IIIDirector of Investor Relations
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Hudson Value Partners, LLC
Christopher Davis
Control person · since May 2019
- Owns 50% to 75% of Hudson Value Partners, LLC
Paul Davis
Control person · since May 2019
Hudson Value Partners’ regulatory assets grew 2.2× from $310M (March 2021) to $678M (August 2026); clients rose from 102 to 204 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $678M | 204 | 5 | 4 |
| March 2025 | $531M | 183 | 5 | 4 |
| June 2024 | $421M | 169 | 4 | 4 |
| March 2023 | $335M | 116 | 4 | 4 |
| April 2022 | $438M | 110 | 4 | 3 |
| March 2021 | $310M | 102 | 4 | 2 |
Besides its headquarters, Hudson Value Partners has 3 offices (2 private residences, listed without an address), with 2 listed addresses in Connecticut and Florida.
Connecticut · 1 listed address
- 115 Mason Street, Greenwich
Florida · 1 listed address
- 2875 South Ocean BLVD., Suite 200-26, Palm BeachHQ
Other business names
Hudson Value Partners has reported 1 other business name to the SEC.
- Hudson Explorer by HVP
Contact and registration details
- Legal name
- Hudson Value Partners, LLC
- Headquarters
- 2875 South Ocean BLVD., Suite 200-26, Palm Beach, FL 33480
- Website
- hudsonvaluepartners.com
- Phone
- 646-343-9772
- @hudson-value
- SEC file
- 801-115202
- Structure
- New Jersey LLC
- Fiscal year end
- December
Hudson Value Partners uses Pershing ($600M, 90%) and Interactive Brokers ($63M, 10%) as custodians for its separately managed accounts. Hudson Value Partners has custody of $4.94M in client assets for 2 clients.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $63M10%
- PershingPershing LLC · Jersey City, NJ · $600M90%
At year end, Hudson Value Partners’ separately managed accounts were mostly in stocks (67%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $399M across 113 positions; the largest are Alphabet Inc. Cap Stk CL A (6.5%), Berkshire Hathaway Inc. Del CL B New (5.9%) and Corning Inc. (5.0%).
What the accounts hold
- Stocks67%
- Funds17%
- Registered funds12%
- Pooled vehicles5%
- Bonds4%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash10%
- Other2%
- Derivatives1%
- Fee based annuity1%
Reported 13F holdings
- $399M
- Reported 13F value
- 113
- Positions
- 40.0%
- In the 10 largest
- +18.9%
- Value vs. prior quarter
- Alphabet Inc. Cap Stk CL A6.5%
- Berkshire Hathaway Inc. Del CL B New5.9%
- Corning Inc.5.0%
- Apple Inc.4.5%
- Microsoft Corp.3.6%
- Dell Technologies Inc. CL C3.3%
- ASML Hldg NV N Y Registry Shs · ADR3.2%
- Everus Constr Group3.1%
- Vanguard Total Stock Market ETFETF2.5%
- Johnson & Johnson2.5%
Together, the ten largest are 40.0% of reported value.
How many clients does Hudson Value Partners have?
Hudson Value Partners has 204 clients and manages $678 million for them, as of August 2026. They include 119 high-net-worth individuals, 84 individual clients and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Hudson Value Partners offer?
Hudson Value Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hudson Value Partners charge?
Hudson Value Partners charges up to 1.25% a year for its Hudson Value Partners Wrap Program. The fee is billed in advance and is negotiable.
Which custodians does Hudson Value Partners use?
Hudson Value Partners’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $600M and Interactive Brokers LLC (Greenwich, CT), with $63M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Hudson Value Partners have?
Hudson Value Partners has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hudson Value Partners invest in?
At the end of its last fiscal year, Hudson Value Partners’ separately managed accounts held 67% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Fee Based Annuity. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hudson Value Partners?
Hudson Value Partners’ direct owners are Christopher Davis (50% to 75%) and Paul Davis (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Hudson Value Partners get paid?
Hudson Value Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hudson Value Partners registered with the SEC?
Yes, Hudson Value Partners has been registered with the SEC as an investment adviser since 10 May 2019. Its CRD number is 301325 and its SEC file number is 801-115202.
Source: Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record
How do I contact Hudson Value Partners?
Hudson Value Partners’ main office is at 2875 South Ocean BLVD., Suite 200-26, Palm Beach, FL 33480. Its phone number is 646-343-9772. Its website is hudsonvaluepartners.com.