DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hudson Value Partners, LLC
Latest filing Aug 31, 2026
First filing on the tape Apr 1, 2019 · 39 filings
SEC status approved since May 10, 2019
RAUM
$678M
reported, Item 5.F
Discretionary
74%
of RAUM
Private clients
98%
$665M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$170M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
1
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$678M as of Aug 31, 2026
Mar 26, 2020$185M then
HNW client RAUM$644M as of Aug 31, 2026
Mar 26, 2020$178M then
State-registered IARs (5.B.3)4 as of Aug 31, 2026
Mar 26, 20202 then
Employees (5.A)5 as of Aug 31, 2026
Mar 26, 20203 then
Private funds1 as of Aug 31, 2026
Mar 18, 20221 then
RAUM +28% over the last fiscal year+27% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $170MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.4MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 74%derivedof RAUM
- Institutional
- 1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.0derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consultingreportedItem 5.G
- Wrap fee program
- $673MreportedItem 5.I
- Custody
- $4.9M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$644M95%
- Individuals$21.7M3.2%
- Charitable organizations$6.5M1.0%
- Pooled investment vehicles$4.9M0.7%
- Pension and profit-sharing plans$1.6M0.2%
- Individual clients
- 84reported
- HNW clients
- 119reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 547reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $4.9M for 2 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.01 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul William Davis | Palm Beach, Fl | Jun 24, 2019 | 38 y | 2 |
| Marianne Thorne Witte | Palm Beach, Fl | Aug 3, 2020 | 38 y | 1 |
| Christopher Paul Davis | Palm Beach, Fl | Mar 30, 2022 | 10 y | 1 |
| Marino Ilija Patrk | Greenwich, Ct | Mar 3, 2023 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Marino Ilija Patrk from Oppenheimer & Co. Inc.Mar 3, 2023 · Affiliated broker-dealer or bank to independent RIA
- Christopher Paul Davis from Oppenheimer & Co. Inc.Mar 30, 2022 · Affiliated broker-dealer or bank to independent RIA
- Marianne Thorne Witte from Oppenheimer & Co. Inc.Aug 3, 2020 · Affiliated broker-dealer or bank to independent RIA
- Paul William Davis from Oppenheimer & Co. Inc.Jun 24, 2019 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Oppenheimer & Co. Inc.May 24, 2019 · Florham Park, Nj
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Hvp Opportunities Fund, LP | Other Private Fund | $2.6M | 14 | Aug 10, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Paul Christopher Davis · Chief Compliance Officer, Managing Membercontrolsince 05/2019 · owns 50% to 75%
- William Paul Davis · Managing Membercontrolsince 05/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Palm Beach, Fl · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Morristown, NJ2 employees
- Greenwich, CT1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 4 to 5Jun 23, 2026 to Aug 31, 2026
- Employees · 4 to 5Jun 23, 2026 to Aug 31, 2026
- Accounts · 477 to 547Dec 24, 2025 to Mar 27, 2026
- Advisory activities · 6 to 5Dec 24, 2025 to Mar 27, 2026
- HNW clients · 110 to 119Dec 24, 2025 to Mar 27, 2026
- Individual clients · 72 to 84Dec 24, 2025 to Mar 27, 2026
- Assets in custody · $2.8M to $4.9MDec 24, 2025 to Mar 27, 2026
- Employees · 5 to 4Dec 24, 2025 to Mar 27, 2026
- Discretionary RAUM · $397M to $501MDec 24, 2025 to Mar 27, 2026
- HNW RAUM · $502M to $644MDec 24, 2025 to Mar 27, 2026
- Individual RAUM · $20.6M to $21.7MDec 24, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $134M to $177MDec 24, 2025 to Mar 27, 2026
- Pension RAUM · unset to 1578722.0Dec 24, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.8M to $4.9MDec 24, 2025 to Mar 27, 2026
- RAUM · $531M to $678MDec 24, 2025 to Mar 27, 2026
- BD registered reps · 1 to 0Mar 21, 2025 to Dec 24, 2025
- Accounts · 400 to 477Oct 1, 2024 to Mar 21, 2025
- BD registered reps · 2 to 1Oct 1, 2024 to Mar 21, 2025
- HNW clients · 104 to 110Oct 1, 2024 to Mar 21, 2025
- Individual clients · 64 to 72Oct 1, 2024 to Mar 21, 2025
- Assets in custody · $2.6M to $2.8MOct 1, 2024 to Mar 21, 2025
- Employees · 4 to 5Oct 1, 2024 to Mar 21, 2025
- Financial planning clients · 11-25 to 11-25Oct 1, 2024 to Mar 21, 2025
- Discretionary RAUM · $316M to $397MOct 1, 2024 to Mar 21, 2025
- HNW RAUM · $397M to $502MOct 1, 2024 to Mar 21, 2025
- Individual RAUM · $16.8M to $20.6MOct 1, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $105M to $134MOct 1, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $2.6M to $2.8MOct 1, 2024 to Mar 21, 2025
- RAUM · $421M to $531MOct 1, 2024 to Mar 21, 2025
- Advisory activities · 5 to 6Mar 29, 2024 to Jun 3, 2024
- Accounts · 302 to 400Dec 15, 2023 to Mar 28, 2024
- HNW clients · 80 to 104Dec 15, 2023 to Mar 28, 2024
- Individual clients · 35 to 64Dec 15, 2023 to Mar 28, 2024
- Assets in custody · $2.3M to $2.6MDec 15, 2023 to Mar 28, 2024
- HQ city · MORRISTOWN to PALM BEACHDec 15, 2023 to Mar 28, 2024
- HQ state · NJ to FLDec 15, 2023 to Mar 28, 2024
- Discretionary RAUM · $240M to $316MDec 15, 2023 to Mar 28, 2024
- HNW RAUM · $320M to $397MDec 15, 2023 to Mar 28, 2024
- Individual RAUM · $7.4M to $16.8MDec 15, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $95.0M to $105MDec 15, 2023 to Mar 28, 2024
Signals
8 dated events
- Hudson Value Partners, Llc reported RAUM $678.3M, up 28% from $530.7M (2025-12-24 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Hudson Value Partners, Llc reported RAUM $530.7M, up 26% from $421.3M (2024-10-01 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- Hudson Value Partners, Llc reported RAUM $437.9M, up 41% from $310.1M (2021-11-24 to 2022-03-18)Mar 18, 2022 · RAUM change · derived
- Hudson Value Partners, Llc reported RAUM $310.1M, up 68% from $185.0M (2021-01-07 to 2021-03-06)Mar 6, 2021 · RAUM change · derived
- 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)May 16, 2019 · Control person left · inference
- Paul Christopher Davis (Chief Compliance Officer, Member) appeared on Schedule A of Hudson Value Partners, LlcMay 16, 2019 · Control person joined · fact
- William Paul Davis (Managing Member) appeared on Schedule A of Hudson Value Partners, LlcMay 16, 2019 · Control person joined · fact
- Hudson Valley Partners filed its initial SEC registration (Form ADV)Apr 1, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Hudson Value Partners, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Business phone
- 646-343-9772reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 646-850-0262reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 833-648-3766reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/hudson-valuereportedpublic record, Form ADV, Sep 18, 2026
- Website
- hudsonvaluepartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-343-9772reportedpublic record, Form ADV, Aug 31, 2026
- Contact form
- hudsonvaluepartners.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $170Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026