Validea Capital Management LLC

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Assets, Funds, Holdings

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Validea Capital Management LLC
CRD #130887
SEC #801-66767
CIK #
AUM
Employees 3 (67% Investors, 0% Brokers)
Phone800-730-3457
Address363 Ridgewood Rd
West Hartford, CT 06107
Source [IAPD] [Website]
Total AUM ($M)
1008060402002006201220182024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 20 43.0
(b) Individuals (high net worth individuals) 32 5.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 52 48.0
By Discretionary
Discretionary 52 48.0
Non-Discretionary 0 0.0
Total 52 48.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 48.0
Total 52 48.0
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