Validus Capital LLC
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Overview
Validus Capital LLC operates as a financial advisor firm that has its headquarters in El Segundo, California. The firm oversees $1.3 billion in total assets across 2,396 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). Validus Capital LLC has a small group, including 6 financial advisors. Validus Capital LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Validus Capital LLC manages most of the company's accounts in a discretionary manner. Discretionary management means that transaction choices are made by a portfolio manager without needing to seek the client's permission. It also administers 87 non-discretionary accounts with a total of $20.4 million in assets under management. The firm's average account size is $561,560. The average financial advisor at Validus Capital LLC oversees around 399 client accounts.
The company's headquarters is at 840 Apollo Street, El Segundo, California 90245. Validus Capital LLC is permitted to provide services to customers throughout a few states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Validus Capital LLC by the Numbers
$1.3 billion
12
2,396
$561.6 thousand
Products and Services
Validus Capital LLC provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. In the last fiscal year, it provided 11-25 of its accounts with financial planning services. The company does not sell products or offer services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Validus Capital LLC likely include the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Validus Capital LLC caters to high net worth investors and pooled investment vehicles. Out of its 2,396 customers, Validus Capital LLC's largest client is high net worth investors, though it also serves 132 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 95.65%
- Other Individuals - 0%
- Corporations - 4.35%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Validus Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Validus Capital LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
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