Value Aligned Research Advisors, LLC
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
FINTRXOverview
Value Aligned Research Advisors, LLC is an individually owned LLC operating as a hedge fund adviser that primarily serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it charges both a percentage-of-assets fee and performance-based fees. Value Aligned identifies as an active ESG investor and is registered with the SEC (since 2022). Its business activities also include roles typical of sponsors or general partners—acting as a sponsor, GP or managing member of pooled vehicles—and it has affiliations as an investment adviser and as a CPO/CTA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Alexis Campos
Chief Financial OfficerCRD 6114331

Justin Morgan
Partner, Chief Operating Officer & Chief Compliance OfficerCRD 4376843
Benjamin Hoskin
Chief Compliance OfficerCRD 7508714
Contacts
1 of 1David Field
Managing MemberCRD 6382646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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