Validex Global Investing

Overview

Validex Global Investing is an SEC‑registered limited liability company formed in 2013 that provides portfolio management for individuals, small businesses and investment companies. Its client mix includes both individual/family and institutional relationships. The firm charges a mix of percentage‑of‑AUM, fixed, and performance‑based fees. It does not identify as an ESG investor, and its filings show it operates from a single office rather than as a multi‑state adviser. Advisory services focus on discretionary and non‑discretionary portfolio management rather than pension consulting or related‑adviser activity. The firm is structured as a domestic entity with individual ownership and is not characterized as a capital allocator in its reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices