# Valuequest Advisers, LLC

> Valuequest Advisers, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 337781
- Filed as: VALUEQUEST ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337781
- AdvisorCensus page: https://advisorcensus.com/firm/valuequest-advisers-llc-new-york-ny-337781

## Quick answers

**How is Valuequest Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Valuequest Advisers, LLC reports these compensation arrangements: other.

**Where is Valuequest Advisers, LLC located?**
Valuequest Advisers, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Valuequest Advisers, LLC registered with the SEC or a state?**
Valuequest Advisers, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337781.

**How much does Valuequest Advisers, LLC manage?**
Valuequest Advisers, LLC reports $400,828,751 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Valuequest Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Valuequest Advisers, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337781

**What changed in Valuequest Advisers, LLC's recent Form ADV filings?**
In the January 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $400,828,751
- Discretionary: $400,828,751
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $400,828,751 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valuequest Advisers, LLC (CRD 337781): Form ADV filing data as of October 2026.