Value Aligned Research Advisors, LLC

RIASEC RegisteredEst. 2022
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$2.3B
Accounts
4
Employees
9
Advisory reps
4

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 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

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

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • Alexis Campos

    Chief Financial OfficerCRD 6114331

  • Justin Morgan

    Justin Morgan

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 4376843

  • Benjamin Hoskin

    Benjamin Hoskin

    Chief Compliance OfficerCRD 7508714

Contacts

1 of 1
  • David Field

    Managing MemberCRD 6382646

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth