Value Aligned Research Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Value Aligned Research Advisors LLC
CRD #319135
SEC #801-123703
CIK #0001963565
AUM $542.2 M (2025-03-19)
Employees 6 (67% Investors, 0% Brokers)
Phone609-608-9205
Address
Source [IAPD] [EDGAR] [LinkedIn]
Total AUM ($M)
60048036024012002011201620212026
Sector Form 13F Holdings Value ($B)
Taiwan Semiconductor Manufacturing Co Ltd 0.5
Nvidia Corp 0.4
Micron Technology Inc 0.3
Vistra Energy Corp 0.3
GS Acquisition Holdings Corp 0.3
Alphabet Inc 0.3
Intel Corp 0.3
Constellation Energy Corp 0.2
Broadcom Inc 0.2
GE Vernova Inc 0.2
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02023202420252026
Type Form D Funds Date Sold ($M) AUM ($M)
HF VAR AI Fund LP 2025-03-19 0.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 26.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 516.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8 542.2
By Discretionary
Discretionary 8 542.2
Non-Discretionary 0 0.0
Total 8 542.2
By Non-United States Persons
Non-United States Persons 20.3
United States Persons 521.8
Total 8 542.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001963565]
Comparable Firms State AUM ($B)
Black Swift Group LLC
CO 0.6
Lountzis Asset Management LLC
PA 0.5
Bolthouse Investments LLC
CA 0.5
Logica Capital Advisers LLC
CA 0.5
First TURN Management LLC
CA 0.5
Seldon Capital LP
CA 0.5
Cannell Capital LLC
WY 0.5
Speece Thorson Capital Group Inc
MN 0.5
Guggenheim Investment Advisors LLC
NY 0.5
GCW Global Customised Wealth LLP
0.5
Terms | Privacy | Guide
tony@aum13f.com