Valuealigned Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
125 Half Mile Road, Suite 200
Red Bank NJ 07701
Advisors at this office
1
Most active in
New Jersey · Texas
Also doing business as
Berk Advisory · Rapidan Capital, LLC · Valuealigned Partners · Valuealigned Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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
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