A complete list of active advisors currently associated with Valendo Private Asset Management, Inc.

Warmer can help you find a great advisor at Valendo Private Asset Management, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management to individual clients, including IRAs, trusts, estates and charitable organizations. It manages roughly $39 million across 18 client relationships and generally requires a $1,000,000 minimum to open an account. The firm follows a concentrated value-investing approach, seeking equities trading substantially below estimated intrinsic value and pursuing merger-arbitrage and special-situation opportunities. It intentionally limits broad diversification, targets purchases at roughly 30–40% discounts to intrinsic value, and may employ both long-term holdings and substantial short-term trading when market conditions warrant. Noteworthy distinctions include a single-advisor structure led by a practitioner with a D.D.S. background and a long tenure as a registered adviser, resulting in a small client roster and relatively high AUM per client. The firm also describes use of a broader set of instruments than many peers of similar size—such as warrants, options, futures and potential partnerships in real estate and energy—and describes practices to rotate executions to mitigate intra-account execution biases.

To learn more about the advisors currently working at Valendo Private Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.