VALARA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ARMONK, New York
- CRD number
- 151999
- Registered since
- December 9, 2016
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4JAMES SONN
Non-Managing Member CRD 6447434
ROBERT SIMMONS
PrincipalCRD 4332168
ANNE COHEN
Non-Managing Member CRD 7084413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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