Validea Capital Management LLC

Overview

Validea Capital Management LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm runs discretionary accounts that are heavily equity-oriented, favoring exchange-traded equities as the primary building block of client portfolios. Service lines emphasize tailored portfolio management for individuals and small businesses, with a fee structure tied to a percentage of assets under management and other fees as needed. The firm does not position itself as an ESG investor and is not structured as a multi-state advisory platform. While Validea is not a capital allocator by design, it incorporates third-party alternative managers into client portfolios, notably hedge funds and real estate strategies, to provide diversification and return enhancement alongside core equity holdings. Mutual funds are also used as supplemental building blocks where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices