Value Aligned Research Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
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 $395.9 MM (2024-07-08)
Employees 4 (75% Investors, 0% Brokers)
Phone609-608-9205
Address51 Park Place
Princeton, NJ 08542
Source [IAPD] [EDGAR] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
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 ($MM)
60048036024012002021202220232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001963565]
Comparable Firms State AUM ($BB)
American Assets Capital Advisers LLC
CA 0.4
Allodium Investment Consultants LLC
MN 0.4
Hayek Kallen Investment Management LLC
AL 0.4
Humankind Investments LLC
NY 0.4
Gray Private Wealth LLC
MA 0.4
Richards Merrill & Peterson Inc
WA 0.4
Gold Investment Management Ltd
0.4
Navigate Private Wealth LLC
UT 0.4
First City Capital Management Inc
GA 0.4
Enrich Financial Partners LLC
WI 0.4
Terms | Privacy | Guide
tony@aum13f.com