Valendo Private Asset Management, Inc.

Overview

Valendo Private Asset Management, Inc. is a small, fee-based registered investment advisor that focuses on discretionary portfolio management for high-net-worth individuals and small businesses. The firm runs actively managed client accounts with a clear preference for liquid, equity-focused strategies, while also allocating capital to fixed income and select alternative vehicles. Valendo charges a percentage-of-assets fee structure and does not emphasize ESG integration. Its client base and product mix point to a high-touch, concentrated advisory model oriented toward customized portfolios rather than mass-market solutions. Investment activity centers on exchange-traded equities as the primary allocation vehicle, supplemented by mutual funds and corporate debt. The firm uses third-party managers for alternatives exposure—notably real estate and private credit—indicating a willingness to blend liquid public markets with less-liquid private strategies to generate income and diversification for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices