VALLECITO CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ALEXANDRIA, Virginia
CRD number
328832
Registered since
October 13, 2023

Firm profile

FINTRX

Overview

Vallecito Capital LLC is a small, recently SEC-registered investment adviser organized as a limited liability company. The firm is classified as unclassified under the reporting data and is recorded as having domestic entity and individual ownership. It is not listed as a multi-state adviser, is not identified as an active ESG investor, and does not report functioning as a capital allocator in the dataset provided. An industry affiliation with a law firm is noted, which can influence the adviser’s deal flow or client relationships and may point to specialized legal- or litigation-adjacent strategies, though no explicit investment mandate is disclosed. Reported advisory activity is concentrated outside traditional retail client relationships: the firm does not list any advisory clients in the dataset and instead shows engagement through at least one private fund vehicle. Public-facing investment preferences are not detailed; the firm’s public profile suggests a focus on private/alternative structures rather than broad-based discretionary retail portfolios.

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

Contacts

1 of 1
  • Pierce Babirak

    Executive Vice President & General CounselCRD 7882268

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALEXANDRIA, VA

ALEXANDRIA CITY

Location

ALEXANDRIA, VA

Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ALEXANDRIA CITY
Address
526 King St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth