NEWVALE CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
328660
Registered since
March 28, 2024

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Todd Holmes

    Managing PartnerCRD 7837688

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth