VALIANT WEALTH, LLC

Overview

Valiant Wealth, LLC is an independent registered investment adviser that operates as a capital allocator for both individual & family and institutional clients. The firm runs a fee model that includes percentage-of-AUM, fixed fees and performance-based fees, and provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Valiant Wealth reports being an active ESG investor, and that stance shows up in its public fund selections and manager due diligence. Investment activity is centered on separately managed accounts and pooled vehicles with a material allocation to third-party managers for alternatives. The firm presents itself as manager-centric: it builds portfolios using public funds and mutual funds as the primary engine for liquid exposure while selectively allocating to external private managers for private equity, real estate and other alternative plays. As an independent RIA with a capital allocation mandate, Valiant Wealth mixes discretionary portfolio implementation with periodic bespoke allocations for pooled vehicles and private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices