Valuequest Investment Advisors Private Ltd is an SEC registered investment adviser. Its latest Form ADV filing, dated February 24, 2026, reports $2.2B in regulatory assets under management, 94 employees, 1 office, and 2,056 accounts.
Assets Under Management
$2.2B
Employees
94
Offices
1 office
Total Clients
2,056
Primary office
MUMBAI
KOHINOOR SQUARE BUSINESS PARK, B - 4101, 41ST FLOOR,NC KELKAR MARG, SHIVAJI PARK, DADAR (W), MUMBAI, India
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
1,897
2
Corporations
7.4%
153
3
Pooled Investment Vehicles
0.2%
5
Additional categories (<0.1%)
Sovereign Wealth<5 clients
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of May 14, 2026
Discretionary100.0%
$2.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts2,056
10Y AUM Change+$69M (+3.2%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees94
Clients per Employee22:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.