VALAR VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
162251
Registered since
March 30, 2012
Website
valar.com

Firm profile

FINTRX

Overview

Valar Ventures is organized as a limited liability company that has been SEC-registered since 2012. The firm is structured with domestic entity and individual ownership and is classified as unclassified in regulatory reporting. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and is not listed as a capital allocator or pension consultant in the source data. The firm carries multiple industry roles: broker-dealer activities, registered investment adviser activity beyond this entity, CPO/CTA functions, real estate brokerage, and sponsor/GP or managing member responsibilities for pooled investment vehicles. Those affiliations indicate the firm operates across advisory, transactional, and sponsor capacities rather than functioning solely as a traditional advisory-only RIA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alison Berger

    Chief Financial OfficerCRD 7241867

Contacts

3 of 3
  • REUBEN KOBULNIK

    Operating OfficerCRD 6455661

  • JAMES FITZGERALD

    Founder & Managing PartnerCRD 5614012

  • PETER THIEL

    PartnerCRD 2549881

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
915 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth