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.
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SEC-registered adviser
H••• M•••••• I•• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 24, 2022 · 6 filings
SEC status approved since Apr 22, 2022
RAUM
$527M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
47
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$527M as of Mar 26, 2026
Mar 30, 2023$290M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 30, 20230 then
Employees (5.A)47 as of Mar 26, 2026
Mar 30, 202340 then
Private funds2 as of Mar 26, 2026
Mar 30, 20231 then
RAUM +23% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $176MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $527M, 3 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$527M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $527M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••••• V••••• P••••••••• F•••• I• L•• | Real Estate Fund | $334M | 71 | Mar 24, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J••••• R••••• · Chief Executive Officercontrolsince 01/2020 · owns less than 5%
- C••••••••• A•••••• J•••• · Chief Operating Officercontrolsince 01/2020 · owns less than 5%
- D•••• M••••••• P•••••• · Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
- B••••••••• J••••• R••••• · Membercontrolsince 07/2010 · owns 50% to 75% of H••••• V••••• P••••••• G••••• L••
- C••••••••• A•••••• J•••• · Membercontrolsince 07/2010 · owns 50% to 75% of H••••• V••••• P••••••• G••••• L••
Entity owners
- H••••• V••••• P••••••• G••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 3Mar 27, 2025 to Mar 26, 2026
- Advisory employees · 40 to 11Mar 27, 2025 to Mar 26, 2026
- Pooled vehicle clients · 4 to 3Mar 27, 2025 to Mar 26, 2026
- Assets in custody · $430M to $527MMar 27, 2025 to Mar 26, 2026
- Employees · 40 to 47Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $430M to $527MMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $430M to $527MMar 27, 2025 to Mar 26, 2026
- RAUM · $430M to $527MMar 27, 2025 to Mar 26, 2026
- Accounts · 2 to 4Aug 16, 2024 to Mar 27, 2025
- Pooled vehicle clients · 2 to 4Aug 16, 2024 to Mar 27, 2025
- Assets in custody · $334M to $430MAug 16, 2024 to Mar 27, 2025
- Financial planning clients · unset to Aug 16, 2024 to Mar 27, 2025
- Private funds · 1 to 2Aug 16, 2024 to Mar 27, 2025
- Discretionary RAUM · $334M to $430MAug 16, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $334M to $430MAug 16, 2024 to Mar 27, 2025
- RAUM · $334M to $430MAug 16, 2024 to Mar 27, 2025
- Assets in custody · $290M to $334MMar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $290M to $334MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $290M to $334MMar 30, 2023 to Mar 28, 2024
- RAUM · $290M to $334MMar 30, 2023 to Mar 28, 2024
- Employees · 34 to 40Mar 24, 2022 to Mar 30, 2023
- Accounts · 1 to 2Mar 24, 2022 to Mar 30, 2023
- Advisory employees · 34 to 40Mar 24, 2022 to Mar 30, 2023
- Pooled vehicle clients · 1 to 2Mar 24, 2022 to Mar 30, 2023
- Assets in custody · $231M to $290MMar 24, 2022 to Mar 30, 2023
- Discretionary RAUM · $231M to $290MMar 24, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $231M to $290MMar 24, 2022 to Mar 30, 2023
- RAUM · $231M to $290MMar 24, 2022 to Mar 30, 2023
Signals
1 dated events
- H••• M•••••• I•• L•• filed its initial SEC registration (Form ADV)Mar 24, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hudson-valley-property-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- h•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 917-398-4100reportedpublic record, Form ADV, Mar 26, 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
- ASSET M••••••deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
H••• M•••••• I•• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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