Managing Member · Validex Global Investing
Donald H. Putnam
CRD 1065385 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Validex Global Investing, an SEC-registered asset manager based in Irvine, CA with $353 million in regulatory assets, lists Donald H. Putnam on its Form ADV as Managing Member, a control person. The SEC filings also name Donald at 2 other registered advisers.
Firms and roles
- Validex Global InvestingManaging MemberAsset manager · Irvine, CA · $353M in regulatory assets
- Welton Investment Partners LLCDirectorPrivate fund adviser · Carmel, CA · $330M in regulatory assets
- Manifold Investment Partners LLCElected ManagerAsset manager · SAN Francisco, CA · $0M in regulatory assets
AtlasMembers
Donald’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 each firm
- 3 firmsLocked
- Control-person status
- 3 firmsLocked
- 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 (19)
- Mark C. ScalzoManaging Partner, Chief Investment Officer, Member, Series C Units, Validex Global Investing
- Veronique L. Sanchez-ScalzoMember, Series C Units, Validex Global Investing
- Raymond J. LuciaMember, Series P Units, Validex Global Investing
- Joseph P. LuciaMember, Series P Units, Validex Global Investing
- Pamela J. DelaneyMember, Validex Global Investing
14 more people named with Donald on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.