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VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD

MUMBAI, India · CRD 331389 · IAPD ↗ · 022-69925500

$2.20BRegulatory AUM
18Advisory reps
103Employees
6Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

17
December 2025 — VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
July 2025 — VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD shrank from 27 to 21 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
July 2025 — VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD now reports 1 private fund(s) ($22.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
March 2025 — VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD (MUMBAI, India) is newly SEC-registered with $2.18B RAUM and 27 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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