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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2022
- Office Locations
- 1
Office Locations
About Validus Capital LLC
Validus Capital is an independent advisory and wealth management firm founded in 2004, focused on successful entrepreneurs and multi-generational families. It delivers comprehensive advice, bespoke family office services, and customized reporting through an open-architecture approach, alongside private investment solutions. Its Validus Private Fund platform aims to secure favorable deal terms and expenses through long-standing manager relationships.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SEAN XIAO CHEN
Chief Compliance Officer, CHIEF OPERATING OFFICER, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
JOHN MICHAEL KRAMBEER
Chief Executive Officer, Founder
- CRD
- #1938468
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN CHRISTIAN BULLITT
Senior Director, Advisor
- CRD
- #6361324
Christy Charles
Director
- CRD
- #6621979
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,851,121,746 | $540,158 |
| Non-Discretionary | $685,726,679 | $6,469,120 |
| Total | $2,536,848,425 | $718,044 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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