Valuealigned Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,727,955
Clients
71
30% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,066,591
About
The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities with ongoing discretionary and non‑discretionary investment management as well as comprehensive financial planning and consulting. It generally charges asset‑based advisory fees and provides rollover guidance and occasional standalone planning engagements.
VAP employs a value‑oriented, fundamental analysis approach that emphasizes buying equities at a discount to estimated intrinsic value, a long‑term buy‑and‑hold posture, and selective use of options for income or hedging. The firm treats cash as an asset class, provides clients access to a paid eMoney planning platform for consolidated financial planning, and permits custodian margin/borrowing in separately managed accounts only for specific short‑term purposes rather than routine leverage.
What is distinctive for a firm of this size is a history of managing a pooled investment vehicle (ValueAligned Fund, LP), which was liquidated on September 30, 2024 — a capability that is uncommon among independent advisers of similar scale. The firm is owned in part by a family partnership and operates with an investment framework that blends traditional value investing and value‑based management principles, while maintaining institutional custody relationships and not charging performance‑based fees.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Options & derivatives strategies
General estate planning guidance
General tax planning
Fee options
Potential future fixed fees for financial planning/consulting services, negotiable and based on scope.
Hourly rates may be charged for standalone financial planning services, though not currently charged; if offered in the future, fees would be 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
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Instagram
YouTube
Website
732-800-2375
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