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| Keyboard |
| Validus Growth Investors LLC
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|---|---|
| CRD # | 166575 |
| SEC # | 801-78236 |
| CIK # | |
| AUM | 352.9 M (2026-06-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-410-1410 |
| Address | 2211 Michelson Drive Irvine, CA 92612 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 99.6 |
| (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 | 250.9 |
| (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 | 1,466 | 352.9 |
| By Discretionary | ||
| Discretionary | 9 | 102.0 |
| Non-Discretionary | 1,457 | 250.9 |
| Total | 1,466 | 352.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.9 | |
| Total | 1,466 | 352.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Life Planning Partners Inc
✚
|
FL | 354.0 M |
|
Oak Barrel Wealth Advisory LLC
✚
|
VA | 353.7 M |
|
Wayfinding Financial LLC
✚
|
WA | 353.5 M |
|
Targeted Financial Services LLC
✚
|
FL | 353.4 M |
|
Southbridge Advisors LLC
✚
|
GA | 353.1 M |
|
Norris Financial Group LLC
✚
|
SC | 353.0 M |
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 352.9 M |
|
Clarendon Private LLC
✚
|
MA | 352.1 M |
|
Laraway Financial Advisors Inc
✚
|
MN | 351.5 M |
|
Caldwell Advisors LLC
✚
|
TN | 351.4 M |