Value Aligned Research Advisors, LLC

RIASEC RegisteredEst. 2022

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 LLC (registered in 2022) that operates as a hedge-fund style adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional balance sheets, and it also serves as a sponsor/GP/managing member of pooled vehicles. Its client charging model combines a percentage-of-assets management fee with performance-based fees. Value Aligned identifies as an active ESG investor, indicating ESG factors are incorporated into its investment decision-making.

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