Partner & Director of Financial Planning · Valen Private Capital, LLC.
Benjamin Durham
CRD 7218747 · Named on Form ADV at one SEC-registered adviser
At a glance
Valen Private Capital, LLC., an SEC-registered wealth manager based in Paoli, PA with $483 million in regulatory assets, lists Benjamin Durham on its Form ADV as Partner & Director of Financial Planning, a control person.
Firms and roles
- Valen Private Capital, LLC.Partner & Director of Financial PlanningWealth manager · Paoli, PA · $483M in regulatory assets
AtlasMembers
Benjamin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John P DurhamFounder and Managing Partner, Valen Private Capital, LLC.
- Bradley R. StarkChief Compliance Officer, Valen Private Capital, LLC.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.