Value Aligned Research Advisors, Llc
- Regulatory AUM
- $9.1B
- Discretionary
- $9.1B
- Clients
- 4
- Avg AUM / client
- $2.3B
- Accounts
- 4
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $5.2B | 56.8% |
| Charitable organizations | 2 | $3.9B | 43.2% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Henry Hoskin | Chief Compliance Officer/Managing Member | Jan 2022 (5y) | 50% – 75% | |
| David Michael Field | Managing Member | Jan 2022 (5y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Citibank $3.0B (33% of AUM) Mar 2026
- Fidelity Brokerage Services $965M (11% of AUM) Mar 2026
- Interactive Brokers $104M (42% of AUM) Aug 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 22, 2026.
View current Form ADV (SEC/IAPD) ↗