VALUEALIGNED PARTNERS of RED BANK, NJ is an SEC-registered investment adviser (CRD 125128). Regulatory assets under management: $75.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| BERKOWITZ DAVID LEE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PARTNER CCO | — |
| BERKOWITZ DALE SHERYL | BENEFICIARY | — |
| BLOOM JONATHAN SCOTT | MEMBER | — |
| TUNNER JOHATHAN SAMS | MEMBER | — |
| MASSEY MICHAEL HOLT | TRUSTEE;TRUSTEE;MEMBER | — |
| MASSEY IVOR | TRUSTEE:TRUSTEE;MEMBER | — |
| HONEY CHARLES HUBERT GATLING | MANAGING MEMBER; MEMBER | — |
| HONEY CHARLES H G | MANAGING MEMBER | — |