HUDSON VALUE PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	353	$316.3M
Non-Discretionary	47	$105.0M
Total	400	$421.3M

Clients

Type	Number	RAUM
Individuals	64	$16.8M
HNW Individuals	104	$396.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	1	$2.6M
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$5.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	418.2M

Portfolio Manager to Program	Sponsor
HUDSON VALUE PARTNERS WRAP PROGRAM	HUDSON VALUE PARTNERS, LLC

Identifiers

SEC RIA File Number	801-115202
SEC ERA File Number	801-115202
SEC CIK Numbers	1840501
SEC CRD Numbers	301325
Legal Entity Identifier	None

Principal Office

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

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic