VALKYRIE FUND MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
297483
Registered since
May 29, 2018

Firm profile

FINTRX

Overview

Valkyrie Fund Management, LLC is a limited liability company that has been SEC-registered since 2018. The firm is organized under individual ownership and is classified as an unclassified adviser in the available data. Its reported business activity is as a CPO or CTA (commodity pool operator or commodity trading adviser), and it does not identify as a capital allocator or an active ESG investor. The firm is not listed as a multi-state adviser, is not a pension consultant, and does not appear as a related adviser in the snapshot provided.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • STEPHEN LUCADO

    Chief Executive OfficerCRD 2915193

Contacts

2 of 2
  • Roland Blauer

    PresidentCRD 6960612

  • Tyson Dunham

    Vice President, OperationsCRD 7896719

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1385 S Marion St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth