Valen Private Capital, LLC.: new SEC registration, $483M AUM, Paoli, PA
Valen Private Capital, LLC. (Paoli, Pennsylvania): new SEC registration, $483M AUM, Paoli, PA. Its amount of 483 is above the median of 134 (87th percentile). Dated 175 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 483 · 87th percentile of 1,149 NewRiaPulse records · 3.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 29 related PA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Valen Private Capital, LLC. |
| Legal name | Valen Private Capital, LLC. |
| CRD | 342364 |
| Status | Approved |
| Registered with the SEC | 2026-05-13 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Paoli, PA, United States |
| Regulatory AUM | $482,643,221 |
| Accounts | 89 |
| Employees | 3 |
| Website | HTTPS://VALENPC.COM |
| amount percentile | 87th of 1,149 (median 134, 3.6x median) |
| Peer records CSV (30 PA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (PA first): Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Fs Digital Infrastructure Advisor, LLC · Emerald Investment Advisers, LLC · Chronometer Partners LP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Valen Private Capital, LLC. and 30 Pennsylvania peers
- Pennsylvania NewRiaPulse records like this one: 30
- Valen Private Capital, LLC.'s amount: 87th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Pennsylvania peer: $6,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $483M under management.
- Website on file.
What is the NewRiaPulse record for Valen Private Capital, LLC. in Paoli, Pennsylvania?
Valen Private Capital, LLC. received SEC registration as an investment adviser (2026-05-13) with $482,643,221 in regulatory assets under management, based in Paoli, PA.
How does Valen Private Capital, LLC. compare to other Pennsylvania NewRiaPulse records?
Its amount of 483 sits in the upper half (87th percentile) of 1,149 records; the median is 134. It is 175 days old; check the official source for later updates before acting.
Valen Private Capital, LLC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Valen Private Capital, LLC. | Paoli, PA | 483 | 87th | 2026-05-13 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.