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VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
CRD 331389 · SEC 801-131909
KOHINOOR SQUARE BUSINESS PARK, B - 4101, 41ST FLOOR,NC KELKAR MARG, SHIVAJI PARK, DADAR (W), MUMBAI, CA, 400028, India
Phone
022-69925500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.24B
Discretionary AUM
$2.24B
Team
94 total employees; 20 advisory reps; 6 broker-dealer reps
Clients
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Fees
Percentage of AUM; Performance-based fees
Org form
Other (specify)
Filing date
2026-06-12
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1897 | $503.7M |
| Pooled investment vehicles | 5 | $381.7M |
| Sovereign wealth funds | 1 | $1.20B |
| Corporations/business entities | 153 | $161.1M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD