A complete list of active advisors currently associated with Vallon Capital LLC

Warmer can help you find a great advisor at Vallon Capital LLC or one who fits your needs even better.

Vallon Capital LLC provides discretionary portfolio management to separately managed accounts and offers investment advice to accredited and qualified investors. The firm’s brochure discloses that it previously acted as general partner to a private fund but has ceased advisory services to that fund and reports no other client affiliations at the time of filing. The firm’s investment program can include long and short positions across equities (including small- and micro-cap stocks), options, exchange-traded products, convertibles, fixed-income instruments and derivatives, and performance-based fees for qualified clients are calculated using a high‑water mark. Accounts are managed on a discretionary basis with the ability for clients to impose written investment restrictions and receive regular unaudited reports. Notable operational features include that the firm is owned and operated solely by its manager, who discloses a separate full‑time role in the hospitality and real estate industry as a material outside business activity. The brochure also discloses that the firm does not receive soft‑dollar research benefits, permits client‑directed brokerage, and recently wound down an affiliated pooled vehicle, distinguishing its structure and disclosures relative to many peers.

To learn more about the advisors currently working at Vallon 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.