Validus Growth Investing
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Overview
Validus Growth Investing is a financial advisory firm located in San Diego, California. It manages $221.8 million in assets across seven accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). The firm has a small team, including 3 financial advisors. Validus Growth Investing does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like bonds, options and stocks.
Validus Growth Investing oversees more than half of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices for the client's account without needing the customer's authorization. The firm also oversees one non-discretionary accounts totaling $102.6 million in AUM. The investment advisory firm's typical account size is $31.7 million. An average advisor at Validus Growth Investing manages around two client accounts, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 13400 Sabre Springs Parkway, San Diego, California 92128. The firm is registered to provide services to investors throughout a few states, including California and Oregon.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Validus Growth Investing by the Numbers
$221.8 million
4
7
$31.7 million
Fee Structure
Fees charged by financial advisors are based on the financial services offered. Fee types charged by Validus Growth Investing may include the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Validus Growth Investing.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors and investment companies. Out of its seven accounts, Validus Growth Investing's biggest client type by number of accounts is retail investors. None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 83.33%
- Corporations - 16.67%
- 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 Growth Investing does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Validus Growth Investing
San Diego, CA
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