Investment adviser · CRD 301325

HUDSON VALUE PARTNERS, LLC

Investment adviser filing (IA)

PALM BEACH, FL, United States · Form ADV filed Aug 31, 2026

Regulatory AUM: $678M
Client accounts: 547
Employees: 5
Advisory professionals: 5

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	119	$643,652,583	94.9%
Individuals	84	$21,723,379	3.2%
Charities	Fewer than 5	$6,483,631	1.0%
Pooled investment vehicles	1	$4,899,652	0.7%
Retirement plans	Fewer than 5	$1,578,722	0.2%

Filing source

Form ADV 2129835 · Aug 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

1 Private fund

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

HVP OPPORTUNITIES FUND, LPOther Private Fund · Last reported Aug 31, 2026$4.9MGross asset value

Form D fundraising filings

HVP Opportunities Fund, LP

Fund administrator NAV FUND ADMINISTRATION GROUP OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CHERRY BEKAERT LLP DENVER, Colorado, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, 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

CHERRY BEKAERT LLP
PCAOB 677

INTERACTIVE BROKERS LLC
SEC 8-47257

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-4170130735
Reported beneficial owners: 17
Minimum commitment: $100K
Form D file number: 021-410103

Form ADV 2129835 · Aug 31, 2026 · 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: Aug 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2875 SOUTH OCEAN BLVD., SUITE 200-26
PALM BEACH, FL, 33480, United States

CRD 301325

Filing source

Form ADV 2129835 · Aug 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.