Valen Private Capital, LLC

RIASEC RegisteredEst. 2026

Total AUM

$483M

Discretionary

$483M

100% of AUM

Avg account

$5.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Paoli, Pennsylvania
CRD number: 342364
Registered since: May 13, 2026
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.42%
Corporations / Businesses1.58%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valen Private Capital, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual. It serves both individual & family clients and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include percentage-of-AUM billing and fixed fees. Valen also conducts business as a registered representative of a broker-dealer and operates as an insurance broker. The firm is not identified as an active ESG investor, and it does not report itself as a capital allocator.