$678.3M Total AUM
$501.1M Disc. AUM
13.0% 3Y CAGR
4 Employees
204 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- OakSignal north +more
- Established Date
- 05-10-2019
- Office Locations
- 3
Office Locations
115 Mason Street #1 - Suite 3 Greenwich CT
177 Madison Avenue Morristown NJ
-- Park City UT
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.
Team overview
29 AVG AGE
$169.6M AVG AUM / ADVISOR
$3.3M AVG AUM / CLIENT
5.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
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Accredited Investors
Pioneer
Asset Classes
Focus glacier Catalyst matrix Delta alpha Timber ridge Timber vital Matrix Meridian Wave element Catalyst horizon
Custodian
Ember alpha Unison vital Focus Timber prime
Investment Themes
Beacon
Investment Vehicles
Radial Glacier atlas
Platform
Bridge momentum Signal unison
Services
Vital momentum Wave vertex Catalyst quantum Foundation Catalyst
Technology
Bridge Glacier delta Wave
Owner & Executives
C
CHRISTOPHER PAUL DAVIS
Chief Compliance Officer, Managing Member
- CRD
- #6676112
- Ownership
- 50% but less than 75%
(215) 232-3111
element.value@valuecapital.com
in linkedin.com/in/matrix-peak
P
PAUL WILLIAM DAVIS
Managing Member, Team Leader
- CRD
- #1829693
- Ownership
- 50% but less than 75%
(392) 869-4103
vector.matrix@radialcapital.com
in linkedin.com/in/bridge-focus
Showing 2 of 2 owners & executives
Unlock allContacts
MARINO ILIJA PATRK
--
- CRD
- #6339377
(667) 497-7339
matrix.element@vectorcapital.com
in linkedin.com/in/radial-matrix
MARIANNE THORNE WITTE
Portfolio Manager
- CRD
- #1207642
(436) 476-1777
frontier.oak@capitalcapital.com
in linkedin.com/in/alpha-legacy
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $673,438,315
Equity - Exchange:
6.3% Public Funds:
13.4% Cash:
20.3% Private Funds:
10.9% Corporate - Investment Grade:
20.0% Corporate - Non-Investment Grade:
8.9% Derivatives:
7.9% Other:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $364,007,404 | 6.3% |
| Public Funds | $774,237,971 | 13.4% |
| Cash | $1,172,912,747 | 20.3% |
| Private Funds | $629,790,588 | 10.9% |
| Corporate - Investment Grade | $1,155,579,061 | 20.0% |
| Corporate - Non-Investment Grade | $514,232,682 | 8.9% |
| Derivatives | $456,453,729 | 7.9% |
| Other | $710,681,123 | 12.3% |
| Total | $5,777,895,305 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY EMBER | CAPITAL FOCUS | TKPFCA3F1 | SEWL | 9.73% | $3,760,787 |
| FOUNDATION NORTH CAPITAL | ELEMENT PATHWAY | F8ILARYKP | OPN | 11.47% | $15,373,543 |
| PIONEER RIDGE | SUMMIT HARBOR | HQ2A2KJKK | RZTNI | 3.36% | $95,961,204 |
| VECTOR VERTEX LEGACY | TIMBER BRIDGE | 776A3ECBF | SVBEB | 9.80% | $97,660,808 |
| EAGLE WAVE | OPTIMA VERTEX | 7L52CY69Z | KSS | 10.29% | $104,317,462 |
| VALUE GLACIER | MOMENTUM PATHWAY | 8YVMMTWTU | KNSVI | 6.82% | $11,238,707 |
| RADIAL ELEMENT | GLACIER CAPITAL | 25ZGWO9B4 | PIGN | 7.79% | $68,195,632 |
| VECTOR FRONTIER | VITAL FOUNDATION | SSCQ0LSCS | AJY | 6.53% | $67,040,934 |