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Value Aligned Research Advisors LLC
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CRD # | 319135 |
SEC # | 801-123703 |
CIK # | 0001963565 |
AUM | $395.9 MM (2024-07-08) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 609-608-9205 |
Address | 51 Park Place Princeton, NJ 08542 |
Source | [IAPD] [EDGAR] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
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AMAT | 82,662.4 | 60.9 | |
LRCX | 60,793.2 | 58.4 | |
MRVL | 38,517.5 | 54.7 | |
ONTO | 3,553.2 | 47.6 | |
VRT | 3,612.4 | 39.1 | |
SMCI | 2,169.7 | 35.9 | |
ANET | 29,365.2 | 34.5 | |
COHR | 6,655.2 | 25.3 | |
CAMT | 1,143.1 | 24.5 | |
MU | 64,610.3 | 17.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 395.9 |
(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 | 1 | 395.9 |
By Discretionary | ||
Discretionary | 1 | 395.9 |
Non-Discretionary | 0 | 0.0 |
Total | 1 | 395.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 395.9 | |
Total | 1 | 395.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001963565] |
Comparable Firms | State | AUM ($BB) |
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American Assets Capital Advisers LLC
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|
CA | 0.4 |
Allodium Investment Consultants LLC
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MN | 0.4 |
Hayek Kallen Investment Management LLC
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AL | 0.4 |
Humankind Investments LLC
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NY | 0.4 |
Gray Private Wealth LLC
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|
MA | 0.4 |
Richards Merrill & Peterson Inc
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|
WA | 0.4 |
Gold Investment Management Ltd
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|
0.4 | |
Navigate Private Wealth LLC
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|
UT | 0.4 |
First City Capital Management Inc
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|
GA | 0.4 |
Enrich Financial Partners LLC
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|
WI | 0.4 |