Valen Private Capital, LLC

Overview

Valen Private Capital, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser in 2026. The firm is newly formed and listed as individually owned. Its regulatory classification is unclassified and it does not identify as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm operates as a registered representative of a broker-dealer and also holds activity as an insurance broker. Advisory services disclosed include financial planning and discretionary portfolio management for both individuals/small businesses and for businesses or institutional clients. Its fee arrangements combine percentage-of-AUM charges with fixed fees. The firm does not report active ESG investing and lists an industry affiliation as an other investment adviser.

Assets & Accounts