Validus Capital LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.5B
Discretionary
$1.9B
73% of AUM
Avg account
$718K
Accounts
3,533
Employees
18
Advisory reps
9

Firm details

Headquarters
El Segundo, California
CRD number
319212
Registered since
March 18, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.5%
  • Pooled Investment Vehicles10.5%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Validus Capital LLC is an independent SEC-registered RIA that positions itself as a capital allocator for both high-net-worth households and institutional clients. Formed as a limited liability company and registered with the SEC in 2022, the firm provides financial planning and portfolio management across individual/small-business relationships and pooled investment vehicles, and it also performs selection of outside advisers. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Validus identifies as a non-ESG active investor and does not operate as a multi-state adviser or pension consultant. The firm was named among Forbes’ Top RIA Firms in 2024.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 41%, Exchange Traded Equities 25%, Other 16%, Public Funds/Mutual Funds 8%, US Government Bonds 6%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Cash & Cash Equivalents 1%41%
  • Private Funds41%
  • Exchange Traded Equities25%
  • Other16%
  • Public Funds/Mutual Funds8%
  • US Government Bonds6%

Owners & executives

2 of 2
  • John Krambeer

    John Krambeer

    CEO & FounderCRD 1938468

  • Sean Chen

    Sean Chen

    Chief Operating Officer & Chief Compliance OfficerCRD 4270171

Contacts

3 of 7
  • Matthew Schulz

    Matthew Schulz

    Managing Partner, Investment Advisor RepresentativeCRD 5709946

  • Kevin Harnischfeger

    Kevin Harnischfeger

    Managing DirectorCRD 7156218

  • John Bullitt

    John Bullitt

    Senior DirectorCRD 6361324

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2221 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth