VALUE ALIGNED RESEARCH ADVISORS, LLC
Adviser information for VALUE ALIGNED RESEARCH ADVISORS, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $395.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $395.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $395.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
51 PARK PLACEPRINCETON
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM ET
Tel: (609)-608-9205, Fax: None
Chief Compliance Officer
BENJAMIN HENRY HOSKIN
CCO
51 PARK PLACE
PRINCETON
NJ
United States
Tel:
(609)-608-9205
B**@***************M
(Full email address available in API data)
Regulatory Contact
DAVID FIELD
450 WEST 17TH STREET, #2308
NEW YORK
NY
United States
Tel:
(516)-518-1096
D****@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIELD, DAVID, MICHAEL | Individual | – | MANAGING MEMBER | 01/2022 | 50-75% |
| HOSKIN, BENJAMIN, HENRY | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 01/2022 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 325K | 2K | – |
| APPLIED MATLS INC | COM | 61M | 258K | – |
| APPLIED MATLS INC | COM | 19K | 1K | – |
| ARISTA NETWORKS INC | COM | 34M | 98K | – |
| ASTERA LABS INC | COM | 15M | 250K | – |
| ASTERA LABS INC | COM | 2K | 200 | – |
| BROADCOM INC | COM | 554K | 345 | – |
| BROADCOM INC | COM | 26K | 300 | – |
| CAMTEK LTD | ORD | 24M | 196K | – |
| CELESTICA INC | COM | 4M | 69K | – |
| CELESTICA INC | COM | 4K | 500 | – |
| COHERENT CORP | COM | 25M | 349K | – |
| COHERENT CORP | COM | 5K | 400 | – |
| FABRINET | SHS | 16M | 67K | – |
| KLA CORP | COM NEW | 7M | 9K | – |
| LAM RESEARCH CORP | COM | 58M | 55K | – |
| LAM RESEARCH CORP | COM | 17K | 200 | – |
| MARVELL TECHNOLOGY INC | COM | 55M | 783K | – |
| MICRON TECHNOLOGY INC | COM | 17M | 130K | – |
| MICRON TECHNOLOGY INC | COM | 540 | 100 | – |
| MICROSOFT CORP | COM | 398K | 890 | – |
| MICROSOFT CORP | COM | 27K | 2K | – |
| MONOLITHIC PWR SYS INC | COM | 12M | 14K | – |
| NVIDIA CORPORATION | COM | 2M | 17K | – |
| NVIDIA CORPORATION | COM | 36K | 4K | – |
| ONTO INNOVATION INC | COM | 48M | 217K | – |
| SUPER MICRO COMPUTER INC | COM | 36M | 44K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 523K | 3K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 22K | 1K | – |
| VERTIV HOLDINGS CO | COM CL A | 39M | 452K | – |
| VERTIV HOLDINGS CO | COM CL A | 1K | 100 | – |