Valen Private Capital, LLC

Overview

Valen Private Capital, LLC is an independent registered investment adviser organized as a limited liability company and listed as SEC-registered in 2026. Ownership is reported as a combination of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional clients and provides financial planning and portfolio management across individual, small business, and institutional accounts. Its advisory fees include asset-based charges and fixed fees. Valen operates dual distribution and product channels: advisers are registered representatives of a broker-dealer and the firm also functions as an insurance broker. The firm is not identified as an active ESG investor, and its filing indicates it does not act as a capital allocator or a pension consultant.

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