Hudson Value Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$665,375,962
Clients
203
Advisors
3
across 3 offices
About
Hudson Value Partners, LLC provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, businesses, and retirement plan sponsors, offering discretionary portfolio management, stand‑alone financial planning, and retirement plan consulting. The firm also operates a wrap-fee program and may bill on an asset‑based basis or a flat fee, with custody arranged through third‑party custodians such as Pershing or Interactive Brokers.
Investment implementation is primarily in individual equities, fixed income, mutual funds and ETFs, and the adviser may recommend allocations to unaffiliated independent managers or private funds when suitable; accounts are reviewed on an ongoing basis and clients receive quarterly custodial statements and supplemental performance reporting. The firm’s implementation toolkit can include margin, options (including covered call writing), inverse/enhanced ETFs, interval funds, and crypto exposure via exchange‑traded securities or private funds, and it retains the ability to accept client restrictions in writing; Hudson Value Partners also uses AI tools under an adopted AI policy, with human oversight of outputs.
Hudson Value Partners is distinctive among similarly sized team firms in that it advises an affiliated private fund (HVP Opportunities Fund, LP) and provides portfolio management and recommendations for pooled investment vehicles while disclosing attendant valuation and conflict‑of‑interest considerations. It also sponsors a wrap‑fee program and explicitly documents the potential use of derivatives and borrowing in separately managed accounts—features and governance items (including its CFA Asset Manager Code claim and AI policy) that are less common among peers.
Client services
Expertise
Fee options
$1,500 to $15,000 fixed fee for financial planning and consulting services; flat annual fee option available for advisory services
Negotiable+: Up to 1.25% Negotiable+: Up to 1.00% (for retirement plan consulting)
$250 to $450 per hour for financial planning and consulting services
Main office
See office2875 South Ocean Blvd., Suite 200 26
Palm Beach FL 33480
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Connecticut · Florida · Massachusetts · Michigan · Nebraska · New Hampshire · New Jersey · New York · Texas · Utah
Also doing business as
Hudson Explorer By Hvp · Hudson Valley Partners · Hudson Value Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marino P
Series 66
Greenwich, CT
Hudson Value Partners, LLC
Marino Patrk is a financial advisor at Hudson Value Partners, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for seven years before joining Hudson Value Partners in 2023. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and may recommend unaffiliated independent managers or private funds, while employing AI tools with human oversight in its investment process.
Paul D
Series 63, Series 65
Florham Park, NJ
Hudson Value Partners, LLC
Paul Davis is a financial advisor with Hudson Value Partners, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously spent 18 years at Oppenheimer & Co Inc. Davis is also an independent insurance agent, an activity he has pursued since 2019. Hudson Value Partners, LLC provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individual equities, fixed income, mutual funds, ETFs, and access to unaffiliated managers and private funds, with ongoing account reviews and reporting.
Christopher D
Series 66
Palm Beach, FL
Hudson Value Partners, LLC
Christopher Davis is a financial advisor with Hudson Value Partners, LLC in Palm Beach, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Hudson Value Partners since 2019 and previously at Private Client Services and Oppenheimer. Davis serves as an advisory board member for Whiterock AI, a startup focused on using artificial intelligence and machine learning to improve bad debt recovery rates. Hudson Value Partners provides investment advisory services to individuals, trusts, estates, businesses, and retirement plan sponsors, with offerings that include discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach involves primarily individual equities, fixed income, mutual funds, and ETFs, and it also advises an affiliated private fund while incorporating AI tools under human oversight.
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