VALEAS CAPITAL PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$187M
Accounts
13
Employees
18
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317369
Registered since
March 24, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Valeas Capital Partners is organized as a limited partnership and is registered with the SEC (registered in 2022). The firm operates as a private equity sponsor and manager, serving institutional clients by running pooled investment vehicles. Its advisory activity is focused on portfolio management for those pooled vehicles; it also functions as sponsor, general partner and managing member for the funds it runs. Fee arrangements combine a percentage-of-AUM element with performance-based fees. Valeas identifies as an active ESG investor and is not positioned as a separate capital allocator.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • ROBERT LITTLE

    Co-Founder and Managing PartnerCRD 4427036

  • MICHAEL DIERKS

    PartnerCRD 7504788

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
101 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth