VALUEQUEST ADVISERS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$401M
Discretionary
$401M
100% of AUM
Avg account
$401M
Accounts
1
Employees
4
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
337781
Registered since
November 19, 2025
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Valuequest Advisers, LLC is a limited liability company that functions as an investment adviser focused on managing a pooled private equity vehicle for institutional capital. The firm’s advisory activity centers on portfolio management for pooled investment vehicles, and its profile indicates a concentrated, fund-centric operating model rather than a broad retail advisory practice. Valuequest is structured as a private equity fund manager with an owner listed as an individual and positions itself to work with institutional investors. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Its reported fee structure is categorized as “Other,” suggesting non-standard or bespoke fee arrangements relative to typical asset-management schedules. Valuequest also lists industry affiliations that include a broker-dealer and another investment adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • RICHARD PZENA

    CEOCRD 1496566

  • JOHN GOETZ

    Managing Principal, Co-Chief Investment OfficerCRD 4361133

Contacts

2 of 2
  • WILLIAM LIPSEY

    Principal and Vice ChairmanCRD 1553822

  • DAREN TEDESCHI

    Director of InvestmentsCRD 4845206

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
320 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth