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Building 2VALUE ALIGNED RESEARCH ADVISORS, LLC

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Phone(908) 560-9207
NotebookSEC #801-123703
Total AUM
$9.1B
Employees
9
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

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Principal Address



Operating Hours
9:00 AM - 5:00 PM ET
Monday - Friday
Phone
(908) 560-9207
Other Offices
1

ReceiptFinancials

Total AUM
$9.1B
Accounts
4
Discretionary
$9.1B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$5.2B
Charitable Organization Clients
2
AUM
$3.9B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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