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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-10-2019
- Office Locations
- 3
Office Locations
About Hudson Value Partners, LLC
Hudson Value Partners, LLC is an RIA serving retail and institutional investors with financial and tax planning, estate and insurance coordination, and portfolio construction/asset allocation. Portfolios are built primarily with ETFs (the majority of SMA assets), alongside public funds and selective alternatives exposure including private equity, real estate, venture capital, and digital assets. Custody includes Pershing and Interactive Brokers.
Reported data analysis
What the numbers show
Between December 24, 2025 and August 31, 2026, reported AUM increased 27.8%, from $530.7M to $678.3M.
Across 5 reported observations, AUM increased 54.9% between November 15, 2022 and August 31, 2026, from $437.9M to $678.3M.
Of the latest reported AUM, 73.9% is discretionary and 26.1% is non-discretionary.
The firm reports 5 advisory representatives and 204 clients, or 40.8 clients per representative. That equates to $3.3M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Hudson Value Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER PAUL DAVIS
Chief Compliance Officer, Managing Member
- CRD
- #6676112
- Ownership
- 50% but less than 75%
PAUL WILLIAM DAVIS
Managing Member, Team Leader
- CRD
- #1829693
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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MARINO ILIJA PATRK
--
- CRD
- #6339377
MARIANNE THORNE WITTE
Portfolio Manager
- CRD
- #1207642
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $501,120,660 | $1,041,831 |
| Non-Discretionary | $177,217,307 | $2,685,111 |
| Total | $678,337,967 | $1,240,106 |
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Separately Managed Accounts
SMA allocation detail is available
Hudson Value Partners, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Hudson Value Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.