Hudson Value Partners, LLC (New York)

Hudson Value Partners, LLC is a large advisory firm based in New York. It manages $159.11 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.

Hudson Value Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hudson Value Partners: assets under management

The assets under management (AUM) of Hudson Value Partners, LLC is $159.11 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $110.61 million in discretionary accounts and $48.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $987.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.94 million.

Investments

The firm invests in exchange traded securities the most. They account for 78% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 11% of the firm’s portfolio. Investments in investment and business development companies form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hudson Value Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hudson Value Partners serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Hudson Value Partners is high net worth individuals with 106 clients and $153.81 million of assets under management. Among the 7 most similar advisory firms, Hudson Value Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $155.82 million for 129 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hudson Value Partners doesn't advise any private funds.

Careers at Hudson Value Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Kurlander	Chief compliance officer	1 Mar 2019	75% - 100%	1088283
Christopher Paul Davis	Chief compliance officer, member	1 May 2019	50% - 75%	6676112
Paul William Davis	Managing member	1 May 2019	50% - 75%	1829693

Based in New York

The principal office where Hudson Value Partners, LLC performs its advisory services is located at 800 Third Avenue Suite 1703, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-343-9773. The normal business hours are 8:00am to 5:00pm on Monday - Friday.