Wealth manager, independent · EL Segundo, CA
Validus Capital LLC
SEC-registered investment adviser · CRD 319212 · SEC 801-123487
At a glance
Validus Capital LLC is an SEC-registered investment adviser based in EL Segundo, California, with $2.5B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 176 individual clients, 176 of them high-net-worth, holding an average of about $13 million each, and 18 employees. That ranks it 441st among the nation’s 5,657 independent wealth management RIAs and 55th of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 424-499-1360validus-cap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among independent wealth managers
- #441 of 5,657
- Rank among all SEC RIAs
- #3,143 of 17,210
- Rank in California
- #55 of 714
- Individual clients
- 176
- High-net-worth clients
- 176
- Accounts
- 3,533
- Discretionary
- 73% of AUM
- Employees
- 18
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- John M. KrambeerChief Executive Officer
- Sean X. ChenChief Operating Officer and Chief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Validus Capital LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 176 | $2.3B | 89% |
| Pooled investment vehicles | 14 | $266M | 11% |
Private funds
Validus Capital LLC reports 12 private funds with $266M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Validus Capital LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗validus-cap.com ↗
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- Assets, accounts, clients and staff, 3 years of filings
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Ohana AdvisorsSAN Rafael | $2.8B | 21 |
| A16z Perennial Management, L.P.Menlo Park | $2.8B | 56 |
| Osborne PartnersSAN Francisco | $2.7B | 704 |
| Saratoga Research & Investment ManagementSaratoga | $2.5B | 2,554 |
| Wealth Architects, LLCMountain View | $2.4B | 433 |
| Sentry Advisors, LLCSAN Francisco | $2.4B | 148 |
Background
Questions
How much does Validus Capital LLC manage?
Validus Capital LLC reports $2.5B in regulatory assets under management across 3,533 accounts, 73% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Validus Capital LLC have?
It reports 176 individual clients: 176 high-net-worth individuals and 0 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Validus Capital LLC headquartered?
Its main office is in EL Segundo, California. It reports 1 office in total and 18 employees, 8 of whom perform investment advisory functions.
How does Validus Capital LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Validus Capital LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($814M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Validus Capital LLC a hybrid RIA with a broker-dealer?
Validus Capital LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Validus Capital LLC a fiduciary?
As an SEC-registered investment adviser, Validus Capital LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Validus Capital LLC’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 (2026-03-31), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →