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VALUE ALIGNED RESEARCH ADVISORS, LLC
CRD 319135 · SEC 801-123703
NJ, United States
Phone
(908) 560-9207
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.14B
Discretionary AUM
$9.14B
Team
9 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $5.19B |
| Charitable organizations | 2 | $3.95B |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD