VALIDEX GLOBAL INVESTING

Overview

Validex Global Investing is a limited liability company that has been SEC-registered since 2013. Ownership is held by a mix of a domestic entity and an individual. The firm advises a mix of individual and family clients as well as institutional investors, and it offers portfolio management for both individuals/small businesses and for investment companies. Its billing structure includes percentage-of-AUM fees, fixed fees, and performance-based fees. Validex Global Investing does not position itself as an allocator of capital across managers, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives