RIA Intel›Advisers›New Jersey›VALUEALIGNED PARTNERS, LLC

VALUEALIGNED PARTNERS, LLC

Advisory

RED BANK, NJ

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in NJ
#627
of 775 advisers by AUM
AUM change, 1 year
0.0%
32nd percentile in NJ
AUM CAGR, 3 year
-50.8%
compound annual growth
Average account
$549K
across 138 accounts
AUM per adviser
$38M
2 advisers
Filing history
14
filings since 2005

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM
$76M
1-Year AUM Growth
0.0%
3-Year CAGR
-50.8%
Employees
2
Assets Under Management
Total AUM$76M
Discretionary AUM$70M
Non-Discretionary AUM$6M
Discretionary %92.7%
Total Clients71
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingDec 2, 2005
Latest FilingApr 21, 2026
Full AUM trend chart and 14 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

REWEY INVESTMENT MANAGEMENT LLC
$76M
6800 CAPITAL, L.L.C.
PRINCETON, NJ
$76M
-57.6% 1Y
CTR FINANCIAL GROUP LLC
SUMMIT, NJ
$76M
-40.2% 1Y
ACTIVE WEALTH ADVISORS LLC
WOODCLIFF LAKE, NJ
$75M
TRUST & FIDUCIARY INCOME PARTNERS LLC
HACKENSACK, NJ
$75M
+6.6% 1Y
SIERRA FINANCIAL ADVISORS, LLC
RAMSEY, NJ
$75M

Get the full picture on VALUEALIGNED PARTNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VALUEALIGNED PARTNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans