Asset manager · Irvine, CA
Validex Global Investing
Validus Growth Investors, LLC · SEC-registered investment adviser · CRD 166575 · SEC 801-78236
At a glance
Validex Global Investing is an SEC-registered investment adviser based in Irvine, California, with $353 million in regulatory assets under management as of its Form ADV filed August 14, 2026. Its largest client group by assets is other investment advisers, and it reports 8 individual clients. By Form ADV it is a asset manager, ranked 1,846th of 3,218 asset managers and 9,378th of 17,210 SEC-registered advisers by assets.
Main office 858-410-1410validex.coLinkedInAs filed on Form ADV
- Regulatory AUM
- $353M
- Rank among asset managers
- #1,846 of 3,218
- Rank among all SEC RIAs
- #9,378 of 17,210
- Rank in California
- #1,082 of 1,873
- Individual clients
- 8
- High-net-worth clients
- 0
- Accounts
- 1,466
- Discretionary
- 29% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 5
Owners and executives on its Form ADV
- Mark C. ScalzoManaging Partner, Chief Investment Officer, Member, Series C Units
- Veronique L. Sanchez-ScalzoMember, Series C Units
- Raymond J. LuciaMember, Series P Units
- Joseph P. LuciaMember, Series P Units
- Pamela J. DelaneyMember
- Dale J. MurpheyChief Executive Officer
- Denise J. BrochuOutsourced Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | – | $251M | 71% |
| Investment companies | 1 | $100M | 28% |
| Individuals | 8 | $2M | <1% |
Disciplinary disclosures
Validex Global Investing reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗validex.co ↗
AtlasMembers
The full record on Validex Global Investing
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 958 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Validex Global Investing manage?
Validex Global Investing reports $353 million in regulatory assets under management across 1,466 accounts, 29% of it on a discretionary basis, on its Form ADV filed August 14, 2026.
What kind of firm is Validex Global Investing?
Validex Global Investing is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Validex Global Investing’s clients?
By assets, its largest client types are other investment advisers ($251 million); investment companies ($100 million, 1 clients); individuals ($2 million, 8 clients).
Does Validex Global Investing have any disciplinary history?
Validex Global Investing reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Validex Global Investing’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →