Validus Growth Investors, LLC is a mid-sized advisory firm based in San Diego. It manages $57.66 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Validus Growth Investors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and model portfolio adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Validus Growth Investors, LLC is $57.66 million. The firm's AUM has grown by 510% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Validus Growth Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Validus Growth Investors is other investment advisers with 1 clients and $44.05 million of assets under management. Among the 0 most similar advisory firms, Validus Growth Investors has the 0th lowest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $57.66 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Validus Growth Investors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Validus Growth Investors, LLC performs its advisory services is located at 13520 Evening Creek Dr. N., San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 530-582-7000 or by fax 530-582-7001. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at validusgrowth.com.