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Hudson Value Partners
Hudson Value Partners was established in 2019 by Jason Rotman, who serves as Founder and President of the Palm Beach-based registered investment advisor.
Hudson Value Partners
Hudson Value Partners was established in 2019 by Jason Rotman, who serves as Founder and President of the Palm Beach-based registered investment advisor. The firm operates as a wealth manager for individuals, business entities, trusts, estates, and charitable organizations, offering a suite of services that encompasses investment advisory, financial planning, retirement planning, estate planning, and insurance planning within a fiduciary framework. The firm's investment approach is built around wealth preservation and long-term capital appreciation for private clients. Hudson Value Partners constructs portfolios drawing on public equities, fixed income, and alternative investments, though specific allocations and vehicle types are not publicly detailed. The practice serves clients principally from the Florida market, with a concentration in the Palm Beach area, a region dense with high-net-worth families and private capital. Team size and total assets under advisement are not publicly disclosed, consistent with the firm's private-client orientation. The practice does not publicly name adjacent philanthropic vehicles or separate investment funds, and its operational scale suggests a focused, relationship-driven model rather than institutionalized platform architecture. No recent operational event within the last 24 months—such as a strategic partnership, acquisition, or publicized senior hire—has been reported for the firm. Hudson Value Partners is structured as a boutique RIA, a differentiator in a market where many comparable firms operate as divisions of larger banks or wirehouses. This independence allows the firm to operate without proprietary product pressure, theoretically aligning investment recommendations more tightly with client objectives. Whether the firm has a formal succession framework or long-term governance infrastructure for continuity beyond the founder remains unpublicized.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Palm Beach
Corporate office
Palm Beach, FL, United States
Principals
Jason Rotman
Founder and President
Frequently asked questions
Is Hudson Value Partners set up as an RIA or a broker-dealer?
Hudson Value Partners is structured as a registered investment advisor, which means it operates under a fiduciary standard—legally obligated to put client interests ahead of its own. This distinguishes the practice from broker-dealers, who operate under a suitability standard. As a Palm Beach-based boutique RIA, the firm can construct portfolios and recommend strategies without being tethered to proprietary products or commission-based incentives.
What types of clients does the firm typically serve?
Hudson Value Partners advises individuals, business entities, trusts, estates, and charitable organizations. The practice does not publicly delineate minimum account sizes or client concentration, but given its Palm Beach location and service mix—which includes estate and insurance planning—it likely serves a blend of established high-net-worth families and business owners seeking integrated planning across investment, tax, and legacy objectives.
How does the firm incorporate planning into its investment advisory work?
The practice weaves financial planning, retirement planning, estate planning, and insurance planning directly into its advisory framework, rather than treating planning as a separate service line. For clients, this means asset allocation and manager selection occur alongside estate structuring and insurance analysis, producing coordinated outcomes rather than decisions made in silos. Specific planning methodologies or modeling tools used by the firm are not publicly disclosed.
Does Hudson Value Partners manage alternative investments directly?
Hudson Value Partners references alternative investments as part of its investment advisory capabilities, which suggests the practice may access private funds, hedge funds, or structured products for qualified clients. However, the firm does not publicly disclose whether it sponsors its own funds, participates in direct co-investments, or accesses alternatives solely through third-party managers. The structure and depth of its alternative-investment platform remain opaque to outside observers.
What continuity or succession arrangements exist given the founder-led structure?
No public information details Hudson Value Partners' governance, succession, or ownership continuity arrangements. The practice is led by Founder and President Jason Rotman, and the absence of publicly named senior partners or a stated succession framework is a consideration for families expecting multi-generational advisory continuity. This is a common characteristic of boutique RIAs without institutionalized external ownership.
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