VALIA

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
284366

Firm profile

FINTRX

Overview

Valia is structured as a corporation organized as a foreign entity that operates primarily as an adviser and sponsor of pooled investment vehicles. The firm functions in roles typical of a general partner or managing member, focusing its activity on sponsoring and running private funds rather than providing retail advisory services. Public filings indicate Valia is not positioned as a multi-state registered adviser, is not flagged as an active ESG investor, and does not operate as a pension consultant or capital allocator to third‑party managers. Investment activity centers on private pooled vehicles with a clear emphasis on venture capital. Valia’s regulatory footprint and reported activities suggest the firm sources and oversees early-stage investments through fund structures where it serves as GP or managing member rather than through separately managed accounts for individual clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
595 Pacific Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth