Investment adviser · CRD 146338

HUDSON COMPANIES

Investment adviser filing (IA)

HUDSON VALLEY WEALTH MANAGEMENT, INC

PEARL RIVER, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$48.8M
Form ADV · Item 5.F
Client accounts
234
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals28$33,584,73068.9%
Individuals144$15,165,50931.1%
Filing source

Form ADV 2089403 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HUDSON PRIVATE LPPrivate Equity Fund · Last reported Nov 20, 2024$18.5MGross asset value

Form D fundraising filings

Hudson Private LP

Fund administrator APEX FUND SERVICES RED BANK, New Jersey, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP GREENWOOD VILLAGE, Colorado, United States
Custodian BANK UNITED NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source
Fund ID
805-2630076711
Reported beneficial owners
41
Minimum commitment
$1M
Form D file number
021-230016

Form ADV 1902476 · Nov 20, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PROUDLIVING NEW JERSEY REAL ESTATE FUND LPReal Estate Fund · Last reported Nov 20, 2024$4MGross asset value

Form D fundraising filings

ProudLiving New Jersey Real Estate Fund LP

Auditor ISRAELOFF, TRATTNER & CO. PC GARDEN CITY, New York, United States
Custodian SIGNATURE BANK STATEN ISLAND, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ISRAELOFF, TRATTNER & CO. PC
PCAOB 3432

Fund details & source
Fund ID
805-8221657792
Reported beneficial owners
2
Minimum commitment
$100K
Form D file number
021-372434

Form ADV 1902476 · Nov 20, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

ONE BLUE HILL PLAZA, 1ST FLOOR
PEARL RIVER, NY, 10965, United States

CRD 146338

Filing source

Form ADV 2089403 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.