DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V••••••••• I••••••••• A••••••• P•••••• L••
Latest filing Jul 31, 2026
First filing on the tape Jan 3, 2025 · 9 filings
SEC status approved since Feb 10, 2025
RAUM
$2.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
21%
$454M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$1.1B
derived; firm RAUM over IAPD count
Employees
103
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$2.2B as of Jul 31, 2026
Jan 3, 2025$2.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Jan 3, 20250 then
Employees (5.A)103 as of Jul 31, 2026
Jan 3, 202594 then
Private funds2 as of Jul 31, 2026
Jun 27, 20251 then
RAUM +1.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $1.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 52%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 51.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Sovereign wealth funds$1.1B52%
- Individuals$454M21%
- Pooled investment vehicles$421M19%
- Corporations and businesses$178M8.1%
- Individual clients
- 1,757reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,892reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.21 fund_share=0.19 institutional_share=0.52 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••••• J•••••••• S••• | Mumbai | Mar 25, 2025 | 16 y | 0 |
| R••••••• R••••••• D•••••••• | Mumbai | Mar 31, 2025 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D••••••••• R•••••••• R••••••• · Director, Shareholder And Chief Investment Officercontrolsince 02/2010 · owns 50% to 75%
- R••••••••• D••••• · Chief Executive Officercontrolsince 03/2025 · owns less than 5%
- S•••• S•••••• J•••••••• · Director And Shareholdercontrolsince 02/2010 · owns 5% to 10%
- B•••••• H••••••••• G••••••• · Chief Financial Officersince 10/2025 · owns less than 5%
- C••••••••• K••••• J••••• · Chief Operating Officersince 07/2025 · owns less than 5%
- D••••••••• A•••••• H••••• · Director And Shareholder And Shareholdersince 03/2020 · owns 5% to 10%
- D••••••••• H•••••• R••••••• · Shareholdersince 02/2010 · owns 10% to 25%
- P••••••• D•••••• D•••••• · Independent Directorsince 02/2026 · owns less than 5%
- S•••• C•••••• C•••••••• · Chief Strategy Officer And Shareholdersince 08/2023 · owns less than 5%
- S•••• C•••••• M••••••• · Independent Directorsince 02/2026 · owns less than 5%
- W•••••• H••••••• G•••••••• · Head- Legal, Compliance And Secretarialsince 12/2025 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2,056 to 1,892May 14, 2026 to Jun 27, 2026
- Advisory employees · 20 to 18May 14, 2026 to Jun 27, 2026
- Corporate clients · 153 to 129May 14, 2026 to Jun 27, 2026
- Individual clients · 1,897 to 1,757May 14, 2026 to Jun 27, 2026
- Employees · 94 to 103May 14, 2026 to Jun 27, 2026
- Discretionary RAUM · $2.2B to $2.2BMay 14, 2026 to Jun 27, 2026
- Individual RAUM · $504M to $454MMay 14, 2026 to Jun 27, 2026
- Pooled vehicle RAUM · $382M to $421MMay 14, 2026 to Jun 27, 2026
- RAUM · $2.2B to $2.2BMay 14, 2026 to Jun 27, 2026
- Accounts · 2,123 to 2,056Aug 14, 2025 to Nov 11, 2025
- Advisory employees · 21 to 20Aug 14, 2025 to Nov 11, 2025
- Corporate clients · 159 to 153Aug 14, 2025 to Nov 11, 2025
- Individual clients · 1,958 to 1,897Aug 14, 2025 to Nov 11, 2025
- Employees · 105 to 94Aug 14, 2025 to Nov 11, 2025
- Private funds · 1 to 2Aug 14, 2025 to Nov 11, 2025
- Discretionary RAUM · $2.4B to $2.2BAug 14, 2025 to Nov 11, 2025
- Individual RAUM · $578M to $504MAug 14, 2025 to Nov 11, 2025
- Pooled vehicle RAUM · $500M to $382MAug 14, 2025 to Nov 11, 2025
- RAUM · $2.4B to $2.2BAug 14, 2025 to Nov 11, 2025
- Accounts · 1,908 to 2,123Jan 3, 2025 to Jun 27, 2025
- Advisory employees · 27 to 21Jan 3, 2025 to Jun 27, 2025
- Corporate clients · 147 to 159Jan 3, 2025 to Jun 27, 2025
- Individual clients · 1,758 to 1,958Jan 3, 2025 to Jun 27, 2025
- Pooled vehicle clients · 2 to 5Jan 3, 2025 to Jun 27, 2025
- Employees · 94 to 105Jan 3, 2025 to Jun 27, 2025
- Financial planning clients · unset to Jan 3, 2025 to Jun 27, 2025
- Private funds · unset to 1Jan 3, 2025 to Jun 27, 2025
- Discretionary RAUM · $2.2B to $2.4BJan 3, 2025 to Jun 27, 2025
- Individual RAUM · $694M to $578MJan 3, 2025 to Jun 27, 2025
- Pooled vehicle RAUM · $256M to $500MJan 3, 2025 to Jun 27, 2025
- RAUM · $2.2B to $2.4BJan 3, 2025 to Jun 27, 2025
- Related adviser · false to trueJan 3, 2025 to Jun 27, 2025
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- compliance@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- complaints@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- giftcomplaints@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- aif.assist@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- giftcompliance@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- legal.compliance@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- pms.assist@valuequest.inreportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/valuequest-investment-advisorsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- valuequest.inreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 022-69925500reportedpublic record, Form ADV, Jul 31, 2026
- Contact form
- valuequest.in/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $1.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026