Validex Global Investing

Overview

Validex Global Investing is an SEC-registered limited liability company formed in 2013 that provides portfolio management to individuals, small businesses and investment companies. The firm serves both individual/family and institutional clients and offers advisory services on a mix of discretionary and non‑discretionary mandates. Compensation structures include asset‑based fees, fixed fees and performance‑based fees. Validex is not listed as an active ESG investor and is identified as a single‑state adviser for regulatory purposes. The firm’s classification in the source data is unclassified and it is not described as a capital allocator; instead, it appears to operate as a manager/advisor that also places capital with outside alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives