VALKYRIE X INVESTMENT MANAGER LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
336276

Firm profile

FINTRX

Overview

Valkyrie X Investment Manager LLC is a small, privately organized investment adviser structured as a limited liability company. Public filings and disclosures for the firm are minimal; the clearest activity visible is management of a handful of private pooled vehicles rather than retail advisory relationships. The firm is not identified as an active ESG investor, it is not documented as a multi-state adviser, and it does not present itself as a capital allocator in available records. That limited footprint and the reported fund sizes point to a boutique operator focused on managing pooled product strategies for external owners rather than running a broad advisory platform.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
433 Plaza Real
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth