Greenwich, CT Office

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.