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Building 2HUDSON VALUE PARTNERS, LLC

Map pinPALM BEACH, FL
Phone646-343-9772
NotebookSEC #801-115202
Total AUM
$678.3M
Employees
4
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2875 SOUTH OCEAN BLVD.
SUITE 200-26
PALM BEACH
FL 33480
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
646-343-9772
Other Offices
3

ReceiptFinancials

Total AUM
$678.3M
Accounts
547
Discretionary
$501.1M
Accounts
481
Non-Discretionary
$177.2M
Accounts
66

ContactClients

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Individual Clients
84
AUM
$21.7M
HNW Individual Clients
119
AUM
$643.7M
Pooled Vehicle Clients
1
AUM
$4.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M
Charitable Organization Clients
1
AUM
$6.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMAMINENHNJNYTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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