Valeo Ventures
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities74%
- Cash & Cash Equivalents18%
- Other8%
Contacts
2 of 2Dipa Mehta
Co-Founder & Managing PartnerCRD 5001378

David Eichler
Managing PartnerCRD 2926581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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