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VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD
CRD 331389File 801-131909
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.20B
Top 25% of cohort (national)
Discretionary AUM
$2.20B
Clients
1,892
1,892 accounts
Employees
103
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 10, 2025
- Principal office
- KOHINOOR SQUARE BUSINESS PARK, B - 4101, 41ST FLOOR,NC KELKAR MARG, SHIVAJI PARK, DADAR (W), MUMBAI, 400028
- Phone
- 022-69925500
- Website
- https://www.valuequest.in
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.20B
- Discretionary AUM
- $2.20B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,892
- Non-discretionary accounts
- 0
- Total accounts
- 1,892
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 129 | $177.5M |
| Non-U.S. persons | Fewer than 5 | $1.15B |
| Pooled investment vehicles | 5 | $420.7M |
| Individuals (other than high net worth individuals) | 1,757 | $453.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Jul 1, 2026 | Employees | 94 | 103 | increased by9 |
| Jul 1, 2026 | Disclosures | Yes | No | |
| Jul 1, 2026 | Clients | 2,056 | 1,892 | decreased by164 |
| Jul 1, 2026 | AUM | $2,243,909,439 | $2,201,221,019 | decreased by$42,688,420 |
| Jul 1, 2026 | Accounts | 2,056 | 1,892 | decreased by164 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,908 | 2,056 | increased by148 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,175,007,757 | $2,243,909,439 | increased by$68,901,682 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,908 | 2,056 | increased by148 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALUEQUEST INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALUEQUEST INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.