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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HUDSON VALUE PARTNERS, LLC

CRD 301325

PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fff6bccd-c805-3464-13b0-a28d3e7e0d1f

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 1
Observed: Apr 1, 2019 to Aug 31, 2026
39 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Hudson Value Partners, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.01 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $678MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $501M
Private client RAUM: $665MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $170Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 547
Individual clients: 84
High net worth clients: 119
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $4.9M
SEC number: 801-115202
CRD: 301325
Filings on the tape: 39
First filed: Apr 1, 2019
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL WILLIAM DAVIS	n/a	PALM BEACH, FL \| FLORHAM PARK, NJ	7	38	2	no
MARIANNE THORNE WITTE	n/a	PALM BEACH, FL \| Park City, UT	6	38	1	no
CHRISTOPHER PAUL DAVIS	n/a	PALM BEACH, FL	4	10	1	no
MARINO ILIJA PATRK	n/a	GREENWICH, CT \| PALM BEACH, FL	3	10	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HVP OPPORTUNITIES FUND, LP	Other Private Fund	$2.6M	Oct 1, 2024	14	Aug 10, 2021	reported	021-410103

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS, CHRISTOPHER, PAUL	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	D	yes	05/2019	May 16, 2019	Oct 1, 2024
DAVIS, PAUL, WILLIAM	MANAGING MEMBER	D	yes	05/2019	May 16, 2019	Oct 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Morristown	Nj	United States	2	yes
Greenwich	Ct	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$678M	$501M	4	4	3	1	n/a
2024	Mar 21, 2025	$531M	$397M	5	4	3	1	n/a
2023	Mar 28, 2024	$421M	$316M	4	4	3	1	$2.6M
2022	Mar 29, 2023	$335M	$240M	4	4	3	1	$2.2M
2021	Mar 18, 2022	$438M	$295M	4	3	1	1	$1.6M
2020	Mar 6, 2021	$310M	$218M	4	3	1	n/a	n/a
2019	Mar 26, 2020	$185M	$111M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$678M	$531M	27.8%	$335M	26.6%	5	5	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OPPENHEIMER & CO. INC.	2	May 24, 2019	Mar 30, 2022	FLORHAM PARK, NJ	Team lift out	Ibd to new firm	0.2%

Relationships

Advises (1)

→ HVP OPPORTUNITIES FUND, LPPrivate fundOther Private Fund, IA
Aug 10, 2021 to presentfactForm ADV

Registered with (4)

← MARINO ILIJA PATRKAdvisorregistration: current employment
Mar 3, 2023 to presentfactForm ADV
← CHRISTOPHER PAUL DAVISAdvisorregistration: current employment
Mar 30, 2022 to presentfactForm ADV
← MARIANNE THORNE WITTEAdvisorregistration: current employment
Aug 3, 2020 to presentfactForm ADV
← PAUL WILLIAM DAVISAdvisorregistration: current employment
Jun 24, 2019 to presentfactForm ADV

Controls (2)

← DAVIS, PAUL, WILLIAMOwnerMANAGING MEMBER, ownership code D, individual
May 16, 2019 to Oct 1, 2024factForm ADV
← DAVIS, CHRISTOPHER, PAULOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code D, individual
May 16, 2019 to Oct 1, 2024factForm ADV

Moved with (1)

← OPPENHEIMER & CO. INC.Registered adviser2 advisors, team lift out, same day
May 24, 2019 to Mar 30, 2022factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Hudson Value Partners, Llc reported RAUM $678.3M, up 28% from $530.7M (2025-12-24 to 2026-03-27)
Form ADVobserved 5 days ago
$148M
Occurred
Mar 21, 2025
Regulatory AUM changed
Hudson Value Partners, Llc reported RAUM $530.7M, up 26% from $421.3M (2024-10-01 to 2025-03-21)
Form ADVobserved 5 days ago
$109M
Occurred
Mar 18, 2022
Regulatory AUM changed
Hudson Value Partners, Llc reported RAUM $437.9M, up 41% from $310.1M (2021-11-24 to 2022-03-18)
Form ADVobserved 5 days ago
$128M
Occurred
Mar 6, 2021
Regulatory AUM changed
Hudson Value Partners, Llc reported RAUM $310.1M, up 68% from $185.0M (2021-01-07 to 2021-03-06)
Form ADVobserved 5 days ago
$125M
Occurred
May 16, 2019
Control person left
Robert John Kurlander (Chief Compliance Officer And Managing Member) no longer on Schedule A of Hudson Value Partners, Llc (listed 2019-05-07, absent 2019-05-16)
Form ADVobserved 5 days ago
Occurred
May 16, 2019
Control person joined
Paul Christopher Davis (Chief Compliance Officer, Member) appeared on Schedule A of Hudson Value Partners, Llc
Form ADVobserved 5 days ago
Occurred
May 16, 2019
Control person joined
William Paul Davis (Managing Member) appeared on Schedule A of Hudson Value Partners, Llc
Form ADVobserved 5 days ago
Occurred
Apr 1, 2019
First Form ADV filing
Hudson Valley Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fff6bccd-c805-3464-13b0-a28d3e7e0d1f
First observed: Apr 1, 2019
Last observed: Aug 31, 2026 20 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HUDSON VALUE PARTNERS, LLC

CRD 301325

PALM BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fff6bccd-c805-3464-13b0-a28d3e7e0d1f

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:46 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL WILLIAM DAVIS

n/a

PALM BEACH, FL | FLORHAM PARK, NJ

MARIANNE THORNE WITTE

n/a

PALM BEACH, FL | Park City, UT

CHRISTOPHER PAUL DAVIS

n/a

PALM BEACH, FL

MARINO ILIJA PATRK

n/a

GREENWICH, CT | PALM BEACH, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HVP OPPORTUNITIES FUND, LP

Other Private Fund

$2.6M

Oct 1, 2024

Aug 10, 2021

reported

021-410103

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, CHRISTOPHER, PAUL

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

05/2019

May 16, 2019

Oct 1, 2024

DAVIS, PAUL, WILLIAM

MANAGING MEMBER

yes

05/2019

May 16, 2019

Oct 1, 2024

City

State

Country

Employees

Also broker-dealer

Morristown

United States

yes

Greenwich

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$678M

$501M

n/a

2024

Mar 21, 2025

$531M

$397M

n/a

2023

Mar 28, 2024

$421M

$316M

$2.6M

2022

Mar 29, 2023

$335M

$240M

$2.2M

2021

Mar 18, 2022

$438M

$295M

$1.6M

2020

Mar 6, 2021

$310M

$218M

n/a

2019

Mar 26, 2020

$185M

$111M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$678M

$531M

27.8%

$335M

26.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OPPENHEIMER & CO. INC.

May 24, 2019

Mar 30, 2022

FLORHAM PARK, NJ

Team lift out

Ibd to new firm

0.2%