# Hudson Value Partners, LLC

> Hudson Value Partners, LLC is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 301325
- Filed as: HUDSON VALUE PARTNERS, LLC
- Also doing business as: HUDSON EXPLORER BY HVP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/301325
- AdvisorCensus page: https://advisorcensus.com/firm/hudson-value-partners-llc-palm-beach-fl-301325

## Quick answers

**How is Hudson Value Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hudson Value Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hudson Value Partners, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $1,500 to $15,000 (financial planning and/or consulting services…); Hourly rate: $250 to $450 an hour (financial planning and/or consulting services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hudson Value Partners, LLC located?**
Hudson Value Partners, LLC's principal office is in Palm Beach, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Hudson Value Partners, LLC registered with the SEC or a state?**
Hudson Value Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301325.

**How much does Hudson Value Partners, LLC manage?**
Hudson Value Partners, LLC reports $678,337,967 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (74% discretionary).

**How have Hudson Value Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Hudson Value Partners, LLC: Regulatory assets under management: $310,081,138 in the October 2021 data and $678,337,967 in the October 2026 data, up 119%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hudson Value Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (119); individuals (other than high net worth individuals) (84); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Hudson Value Partners, LLC use?**
Hudson Value Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Hudson Value Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301325

**What changed in Hudson Value Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 4 to 5. No longer lists an office in Morristown, NJ. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $1,500 to $15,000 (financial planning and/or consulting services…)

> Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $15,000 on a fixed fee basis

- Hourly rate: $250 to $450 an hour (financial planning and/or consulting services…)

> from $250 to $450 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $678,337,967
- Discretionary: $501,120,660
- Non-discretionary: $177,217,307

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $21,723,379 |
| High net worth individuals | 119 | $643,652,583 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,899,652 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,578,722 |
| Charitable organizations | Fewer than 5 | $6,483,631 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CT, FL, MA, MI, NE, NH, NJ, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Greenwich, CT

### Websites listed on Form ADV (Item 1.I)
- hudsonvaluepartners.com
- hvpriskdashboard.com
- LinkedIn @hudson-value
- X @HVP_Research
- YouTube @HudsonValuePartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $310,081,138 | 4 | August 10, 2021 |
| October 2022 | $437,922,473 | 4 | April 22, 2022 |
| October 2023 | $334,579,302 | 4 | March 30, 2023 |
| October 2024 | $421,281,336 | 4 | June 3, 2024 |
| October 2025 | $530,716,950 | 5 | March 21, 2025 |
| October 2026 | $678,337,967 | 5 | August 31, 2026 |

Regulatory assets under management: $310,081,138 in the October 2021 data and $678,337,967 in the October 2026 data, up 119%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 4 to 5.
- No longer lists an office in Morristown, NJ.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $530,716,950 to $678,337,967 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hudson Value Partners, LLC (CRD 301325): Form ADV filing data as of October 2026.