Valen Private Capital, LLC.

Valen Private Capital, LLC is an SEC‑registered investment adviser that manages approximately $482.6 million and primarily serves high‑net‑worth individuals, families, trusts, estates, and related entities as well as institutional clients. The firm provides discretionary and non‑discretionary investment management, financial planning and consulting, ERISA plan advisory, and the selection and oversight of Independent Managers and Sub‑Advisors.

Valen’s investment approach blends active and passive management with portfolio construction focused on diversification across equities, fixed income, alternatives, and derivative strategies (including options and trend‑oriented or barbell allocations) tailored to each client’s objectives and risk tolerance. The firm monitors portfolios on an ongoing basis with at least annual reviews, may consolidate held‑away assets into advice and AUM calculations, and commonly implements portions of client portfolios through third‑party Independent Managers whose separate fees and practices it evaluates and monitors.

Noteworthy distinctions include Valen’s commercial relationship with Sanctuary Wealth and affiliated SEC‑registered advisers, and that certain supervised persons are registered representatives of Sanctuary Securities and licensed insurance agents, allowing the offering of commission‑based brokerage and insurance products in addition to advisory services. The brochure also discloses platform economics — including a Sanctuary platform fee that declines as assets increase — the inclusion of held‑away assets in AUM and potential fee‑offset arrangements for ERISA clients; Valen says these arrangements and related conflicts are disclosed and managed under its fiduciary policies.