VALARA CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ARMONK, New York
CRD number
151999
Registered since
December 9, 2016

Firm profile

FINTRX

Overview

Valara Capital Management, LLC is an SEC-registered investment adviser formed as a limited liability company in 2016. The firm operates as an owner-managed boutique with its capital and advisory activity concentrated in private pooled vehicles rather than retail advisory accounts. Public filing details indicate the adviser does not position itself as an active ESG investor, pension consultant, or multi-state retail adviser; instead, its public footprint centers on a single hedge fund product. That structure points to a manager allocation preference toward alternative strategies accessed through a private fund wrapper rather than through separately managed accounts or broad-based mutual fund offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • JAMES SONN

    Non-Managing Member CRD 6447434

  • ROBERT SIMMONS

    PrincipalCRD 4332168

  • ANNE COHEN

    Non-Managing Member CRD 7084413

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ARMONK, NY

WESTCHESTER

Location

ARMONK, NY

Headquartered in ARMONK, 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
WESTCHESTER
Address
84 Business Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth