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
10

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 registered investment advisor that operates as a capital allocator for high‑net‑worth individuals, families and institutional clients. The firm combines fee‑based financial planning with discretionary portfolio management for individuals and small businesses, plus management for pooled investment vehicles and the selection of third‑party advisers. Fee arrangements include a percentage of AUM alongside hourly and fixed‑fee engagements. Investment activity centers on private funds—primarily private equity and real estate—paired with public market exposure through mutual funds and separately managed accounts. Validus Capital LLC acts both as an adviser to private funds and as a selector of outside managers when assembling client portfolios. The firm was recognized by Forbes in 2024 as a Top RIA Firm.

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: 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

    CEO & FounderCRD 1938468

  • SEAN CHEN

    Chief Operating Officer & Chief Compliance OfficerCRD 4270171

Contacts

3 of 8
  • Evan Danu

    Executive AssistantCRD 7811300

  • Wayne Park

    Managing DirectorCRD 7588742

  • JOHN BULLITT

    Senior DirectorCRD 6361324

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth