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Managing Partner, Chief Investment Officer, Member, Series C Units · Validex Global Investing

Mark C. Scalzo

CRD 2365455 · Named on Form ADV at one SEC-registered adviser

At a glance

Validex Global Investing, an SEC-registered asset manager based in Irvine, CA with $353 million in regulatory assets, lists Mark C. Scalzo on its Form ADV as Managing Partner, Chief Investment Officer, Member, Series C Units, a control person.

Firms and roles

  • Validex Global InvestingManaging Partner, Chief Investment Officer, Member, Series C UnitsAsset manager · Irvine, CA · $353M in regulatory assets

AtlasMembers

Mark’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.