Hudson Value Partners, Llc
- Regulatory AUM
- $678M
- Discretionary
- $501M
- Clients
- 204
- Avg AUM / client
- $3.3M
- Accounts
- 547
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $21.7M | 3.2% |
| High net worth individuals | 119 | $644M | 94.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.9M | 0.72% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.23% |
| Charitable organizations | Fewer than 5 clients | $6.5M | 0.96% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $2.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hvp Opportunities Fund, Lp | Other Private Fund | Delaware | $2.6M | 14 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Paul Davis | Chief Compliance Officer, Managing Member | May 2019 (7y) | 50% – 75% | |
| Paul William Davis | Managing Member | May 2019 (7y) | 50% – 75% | |
| Marianne Thorne Witte | Registered representative | Aug 2020 (6y) | ||
| Marino Ilija Patrk | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $2.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hvp Opportunities Fund, Lp | Other Private Fund | $2.6M | $100K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Pershing $600M (88% of AUM) Jun 2026
- Interactive Brokers $63.0M (9% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗