Valeo Ventures

RIASEC RegisteredEst. 2025
Total AUM
$119M
Discretionary
$0
0% of AUM
Avg account
$119M
Accounts
1
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
334181
Registered since
January 8, 2025
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Valeo Ventures is a small, institutionally focused advisory firm organized as a limited liability company and registered with the SEC in 2025. The firm concentrates on portfolio management for businesses and institutions and operates under an owner-type classified as individual. Its investment posture skews toward equity exposure, with a clear emphasis on non-exchange-traded equities and allocations to private market strategies. Fee arrangements are flexible and include a percentage-of-AUM component, fixed fees, and performance-based fees, which aligns with manager arrangements commonly used when private or illiquid investments are part of the mix. Valeo Ventures reports no active ESG program, does not operate as a multi-state adviser, and does not act as a pension consultant or related adviser. The firm’s model appears advisory rather than centralized capital allocation, and its activity profile is tailored to institutional clients that retain decision authority over assets (see Assets & Accounts for non-discretionary detail).

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

Asset composition

Asset composition: Non-Exchange Traded Equities 74%, Cash & Cash Equivalents 18%, Other 8%74%
  • Non-Exchange Traded Equities74%
  • Cash & Cash Equivalents18%
  • Other8%

Contacts

2 of 2
  • Dipa Mehta

    Co-Founder & Managing PartnerCRD 5001378

  • David Eichler

    David Eichler

    Managing PartnerCRD 2926581

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth