Paul William Davis

Employer firm

Hudson Value Partners, LLC CRD 301325

$678M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2019
  Oppenheimer & Co Inc
  Florham Park, NJ
• 03/2001 → 01/2018
  Oppenheimer & Co Inc
  New York, NY
• 05/2019 → 12/2025
  Private Client Services
  Palm Beach, FL
• 05/2019 → Present
  Hudson Value Partners, Llc
  Palm Beach, FL

Previous Registrations

• 2003-01-03 → 2019-05-24
  Oppenheimer & Co. Inc.
  New York, NY
  New York, NY
  New York, NY
  Florham Park, NJ
• 2001-03-02 → 2003-01-03
  Cibc World Markets Corp.
  Florham Park, NJ

Other Businesses

1) HVP Opportunities Fund, LP / HVP Opportunities Fund Management LLC, investment related, 2875 South Ocean Blvd, Suite 200-26, Palm Beach, FL 33480, HVP Opportunities Fund Management LLC is the general partner to HVP Opportunities Fund, LP, which is managed by Hudson Value Partners, LLC (a registered investment adviser), the general partner LLC's duty is to hire a fund manager, in this case Hudson Value Partners, LLC and manage the fund operations, the fund pays Hudson Value Partners, LLC a management fee, like any other of our client accounts, hours per month: 3, hours per month during trading hours: 0, start date 07/15/2021. 2) Independent Insurance Agent; not investment-related; started 05/2019; approximately 1 hour per month, all during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-03
• S63 Uniform Securities Agent State Law Examination
  1988-05-02