Valuequest Advisers, LLC: new SEC registration, $401M AUM, New York, NY
Valuequest Advisers, LLC (New York, New York): new SEC registration, $401M AUM, New York, NY. Its amount of 401 is above the median of 134 (84th percentile). Dated 351 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 401 · 84th percentile of 1,149 NewRiaPulse records · 3.0x the median
Free preview: all 10 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Valuequest Advisers, LLC |
| Legal name | Valuequest Advisers, LLC |
| CRD | 337781 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-03-18 |
| Location | New York, NY, United States |
| Regulatory AUM | $400,828,751 |
| Accounts | 1 |
| Employees | 4 |
| amount percentile | 84th of 1,149 (median 134, 3.0x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Valuequest Advisers, LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Valuequest Advisers, LLC's amount: 84th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $401M under management.
What is the NewRiaPulse record for Valuequest Advisers, LLC in New York, New York?
Valuequest Advisers, LLC received SEC registration as an investment adviser (2025-11-19) with $400,828,751 in regulatory assets under management, based in New York, NY.
How does Valuequest Advisers, LLC compare to other New York NewRiaPulse records?
Its amount of 401 sits in the upper half (84th percentile) of 1,149 records; the median is 134. It is 351 days old; check the official source for later updates before acting.
Valuequest Advisers, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Valuequest Advisers, LLC | New York, NY | 401 | 84th | 2025-11-19 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.