Valuealigned Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,152,510
Total clients
65
31% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$863,885
About
ValueAligned Partners is a small, state‑registered advisory firm that serves individuals, trusts, estates, pension and profit‑sharing plans, and other entities with discretionary and non‑discretionary investment management, financial planning, and consulting. The firm typically manages separately managed accounts and provides integrated planning tools (e.g., eMoney) while charging asset‑based advisory fees.
The firm follows a value‑oriented, fundamental analysis approach with a long‑term, buy‑and‑hold orientation, emphasizing intrinsic value and balance‑sheet strength; it may supplement fundamental work with technical timing and use options for income generation or hedging when appropriate. Financial planning and retirement income strategies are routinely incorporated into portfolio design and periodic reviews are provided to align investments with clients’ objectives.
Compared with peers, VAP previously operated a pooled investment vehicle (ValueAligned Fund, LP) that was liquidated in 2024, a distinction uncommon for firms of its size and structure, and it has historically managed investment partnerships for qualified investors. The firm also permits limited borrowing/margin in separately managed accounts for specific short‑term purposes (while generally advising against using margin for investment leverage), applies value‑based management/EVA concepts in its research process, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Options & derivatives strategies
Wealth management
General retirement planning
Occupation focus
Executive
Fee options
Annual fee based on a percentage of assets under management, prorated and charged monthly in arrears; specific rates are negotiable and not explicitly stated
Financial planning services on a standalone basis billed at hourly rates (specific rates not stated)
Account minimum: No stated minimum fee or portfolio value required Fee-only: Currently does not charge fees for financial planning and consulting services, but may charge fixed fees in the future (negotiable)
Main office location
Valuealigned Partners
125 Half Mile Road, Suite 200
Red Bank NJ 07701, United States
Number of offices
2
Most active in
Valuealigned Partners has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
732-800-2375
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