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VALUEALIGNED PARTNERS
VALUEALIGNED PARTNERS, LLC
CRD 125128 · SEC 801-65145
125 HALF MILE ROAD, SUITE 200, RED BANK, NJ, 07701, United States
Phone
732-800-2375
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.7M
Discretionary AUM
$70.2M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $17.3M |
| High net worth individuals | 21 | $58.4M |
All web addresses on file
Official SEC filing: View on IAPD