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The fee is billed in advance and is negotiable.","source":"WRAP FEE BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Hudson Value Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Hudson Value Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hudson Value Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hudson Value Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hudson Value Partners get paid?","answer":"Hudson Value Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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