Value Aligned Research Advisors, LLC

RIASEC Registered

Total AUM

$9.1B

Discretionary

$9.1B

100% of AUM

Avg account

$2.3B

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 319135
Registered since: April 14, 2022
Custodians: CITI PRIVATE BANK, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles56.79%
Charitable Organizations43.21%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Value Aligned Research Advisors, LLC is an SEC-registered investment adviser (registered 2022) organized as an LLC and classified as a hedge fund. The firm serves primarily institutional clients and charges a combination of asset-based fees and performance fees. Its advisory capabilities include portfolio management for pooled investment vehicles and for businesses or institutions. The firm identifies as an active ESG investor and participates as an adviser, sponsor/GP or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Alexis Campos
Chief Financial OfficerCRD 6114331
Justin Morgan
Partner, Chief Operating Officer & Chief Compliance OfficerCRD 4376843
Benjamin Hoskin
Chief Compliance OfficerCRD 7508714