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HUDSON VALUE PARTNERS, LLC

PALM BEACH, FL · CRD 301325 · IAPD ↗ · 646-343-9772

$678.3MRegulatory AUM
5Advisory reps
5Employees
0Clients
11-25Planning clients
1Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — HUDSON VALUE PARTNERS, LLC reported RAUM up 28% ($530.7M -> $678.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — HUDSON VALUE PARTNERS, LLC notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — HUDSON VALUE PARTNERS, LLC crossed $500M in regulatory AUM ($421.3M -> $530.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2024 — HUDSON VALUE PARTNERS, LLC moved its main office from MORRISTOWN, NJ to PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
63
April 2024 — HUDSON VALUE PARTNERS, LLC reported RAUM up 26% ($334.6M -> $421.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.