NEWVALE CAPITAL LLC
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 328660
- Registered since
- March 28, 2024
Firm profile
FINTRXOverview
Newvale Capital LLC is a privately owned advisory and fund sponsor that registered with the SEC in 2024 as a limited liability company. The firm operates primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional retail RIA. Its activity centers on forming and managing private investment funds, with venture capital structures the clearest area of emphasis. Newvale Capital is not flagged as an active ESG investor, is not positioned as a multi-state adviser for retail clients, and does not present itself as a capital allocator in the sense of running separate advisory accounts for individual investors. As a sponsor/GP, Newvale’s investment approach is fund-driven: it sources, structures and manages pooled vehicles and serves institutional and accredited investors through those funds. The firm’s classification on filings is unclassified and it is listed as owned by an individual rather than a corporate parent.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Todd Holmes
Managing PartnerCRD 7837688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 1827 Pearl St
- Time zone
- MT (UTC-7)
- Office locations
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