Valen Private Capital, LLC

Overview

Valen Private Capital, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2026) and serves both individual & family and institutional clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. Fee arrangements include both percentage-of-AUM and fixed-fee schedules. In addition to advisory services, the firm operates as a registered representative of a broker-dealer and as an insurance broker. Valen reports that it is not an active ESG investor and is not designated as a capital allocator, multi-state adviser, pension consultant, or related adviser.

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