Valeo Ventures
Firm details
- Headquarters
- ,
- CRD number
- 334181
- Registered since
- January 8, 2025
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Valeo Ventures is an institutional registered investment adviser structured as a limited liability company. The firm’s stated advisory activity is portfolio management for businesses or institutions, and its client base is institutional. Fee arrangements include a percentage-of-AUM component alongside fixed fees and performance-based fees. Valeo Ventures does not describe itself as an active ESG investor, is not registered as a multistate adviser, and is not identified as a capital allocator or pension consultant. The firm’s SEC registered year is listed as 2025.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities74%
- Cash & Cash Equivalents18%
- Other8%
Contacts
2 of 2Dipa Mehta
Co-Founder & Managing PartnerCRD 5001378
David Eichler
Managing PartnerCRD 2926581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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