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VALUE ALIGNED RESEARCH ADVISORS, LLC

· CRD 319135 · IAPD ↗ · (908) 560-9207

$9.14BRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — VALUE ALIGNED RESEARCH ADVISORS, LLC now reports custody of client assets ($10.38B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
57
April 2026 — VALUE ALIGNED RESEARCH ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — VALUE ALIGNED RESEARCH ADVISORS, LLC crossed $1B in regulatory AUM ($542.2M -> $9.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — VALUE ALIGNED RESEARCH ADVISORS, LLC crossed $500M in regulatory AUM ($395.9M -> $542.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — VALUE ALIGNED RESEARCH ADVISORS, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
73
April 2024 — VALUE ALIGNED RESEARCH ADVISORS, LLC reported RAUM up 79% ($220.8M -> $395.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.