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HVPF MANAGER II, LLC

NEW YORK, NY · CRD 318754 · IAPD ↗ · hudsonvalleypropertygroup.com · 917-398-4100

$527.2MRegulatory AUM
11Advisory reps
47Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — HVPF MANAGER II, LLC shrank from 40 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — HVPF MANAGER II, LLC crossed $500M in regulatory AUM ($430.0M -> $527.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
48
April 2025 — HVPF MANAGER II, LLC reported RAUM up 29% ($333.6M -> $430.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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