VALUES FIRST ADVISORS, INC.

SEC file number 801-70391 · GRAY, TN

https://valuesfirst.com ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$190.1M

Discretionary AUM

$186.5M

Employees

Clients

—

Firm

Address: 101 OLD GRAY STATION ROAD
GRAY, TN 37615
Phone: —
Website: https://valuesfirst.com
(name-match guess, not verified)
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed May 2, 2026

Possible Form D name matches (not verified)

Acadian World ex U.S. Social Values Equity Fund, LLC Low name-match confidence · CIK 2046050 · MA
Arrowstreet ACWI Alpha Extension Common Values Trust Fund, a sub-fund of Arrowstreet Investment Trust Low name-match confidence · CIK 1874897 · MA
Athena Catholic Values Fund LP Low name-match confidence · CIK 1603177 · MA
BT Values Driven Opportunity Fund, LP Low name-match confidence · CIK 2129207 · GA
Columbia Solutions Catholic Values Intermediate Bond Private Fund, LLC Low name-match confidence · CIK 1976343 · MA
East Values Commodity Fund Ltd Low name-match confidence · CIK 1861362 · E9
Putnam Catholic Values U.S. Large Cap Growth Fund, LP Low name-match confidence · CIK 1935634 · MA
Shenkman Multi-Asset Credit Values Screening Fund Low name-match confidence · CIK 2036834 · L2
VALUESTREAM VENTURES 2023 FUND L.P. Low name-match confidence · CIK 2060124 · FL

Columbia Solutions Catholic Values Intermediate Bond Private Fund, LLC · D/A · Oct 23, 2026
BT Values Driven Opportunity Fund, LP · D · Oct 8, 2026
Athena Catholic Values Fund LP · D/A · Sep 16, 2026
Shenkman Multi-Asset Credit Values Screening Fund · D/A · Sep 10, 2026
Arrowstreet ACWI Alpha Extension Common Values Trust Fund, a sub-fund of Arrowstreet Investment Trust · D/A · Apr 30, 2026
East Values Commodity Fund Ltd · D/A · Apr 24, 2026
Putnam Catholic Values U.S. Large Cap Growth Fund, LP · D/A · Apr 15, 2026
Acadian World ex U.S. Social Values Equity Fund, LLC · D/A · Dec 3, 2025
Columbia Solutions Catholic Values Intermediate Bond Private Fund, LLC · D/A · Oct 3, 2025
Athena Catholic Values Fund LP · D/A · Sep 18, 2025
Shenkman Multi-Asset Credit Values Screening Fund · D/A · Sep 11, 2025
East Values Commodity Fund Ltd · D/A · Apr 25, 2025
Arrowstreet ACWI Alpha Extension Common Values Trust Fund, a sub-fund of Arrowstreet Investment Trust · D/A · Apr 23, 2025
VALUESTREAM VENTURES 2023 FUND L.P. · D · Mar 20, 2025

$44.6M