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Adviser Profile

Registration status Registration Changed to VALIDEA CAPITAL MANAGEMENT LLC
As of Date 03/04/2021
Adviser Type
Number of Employees 3
of those in investment advisory functions 2
AUM* 47,987,414 -29.85%
of that, discretionary 47,987,414 -29.85%
Private Fund GAV* 0
Avg Account Size 922,835 43.00%
% High Net Worth 61.54% 0.36%
SMA’s Yes
Private Funds 0

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

84M 72M 60M 48M 36M 24M 12M
2015 2016 2017 2018 2019 2020 2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees