A complete list of active advisors currently associated with Validus Capital LLC
Warmer can help you find a great advisor at Validus Capital LLC or one who fits your needs even better.
Validus Capital LLC provides wealth management, financial planning, legacy planning, and family office services to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, businesses, attorneys, and foundations. The firm also acts as investment adviser to pooled investment vehicles (the Validus Funds) and reported approximately $2.54 billion in total assets under management as of December 31, 2025, with about $1.85 billion managed on a discretionary basis. The firm constructs customized, primarily long‑term portfolios using mutual funds, separately managed accounts, ETFs, individual equities, alternative investments, and fixed income, drawing on both fundamental and quantitative analysis and, when appropriate, recommending independent managers. Validus provides ongoing portfolio supervision, periodic rebalancing and a suite of family office services—such as private equity research and reporting, real estate investment strategies, consolidated performance and tax reporting, and concierge and bill‑payment support—that are integrated into its advisory relationships. Notable distinguishing features include serving as a private fund adviser and providing portfolio management for pooled vehicles, with disclosure of the use of side‑letter arrangements that may grant negotiated or preferential terms to particular investors. The brochure highlights operational and fee details specific to those Funds—such as fund management fees and circumstances in which assets used to fund capital calls or invested in later closings may result in overlapping advisory fees—and notes the Validus Funds do not charge incentive (performance) fees; the firm’s client base is explicitly oriented toward HNW/family‑office level relationships rather than non‑HNW retail clients.
To learn more about the advisors currently working at Validus Capital LLC, 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.
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