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VALIDEX GLOBAL INVESTING
Legal name: VALIDUS GROWTH INVESTORS, LLC
CRD 166575File 801-78236
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$352.9M
Below cohort median (national)
Discretionary AUM
$102.0M
Non-discretionary $250.9M
Clients
9
1,466 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 29, 2013
- Principal office
- 2211 MICHELSON DRIVE, SUITE 900, IRVINE, CA, 92612
- Phone
- 858-410-1410
- Website
- https://www.validex.co
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $352.9M
- Discretionary AUM
- $102.0M
- Non-discretionary AUM
- $250.9M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 1,457
- Total accounts
- 1,466
- AUM per client
- $39.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $99.6M |
| Other investment advisers | Fewer than 5 | $250.9M |
| Individuals (other than high net worth individuals) | 8 | $2.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $304,846,708 | $352,898,702 | increased by$48,051,994 |
| Apr 1, 2026 | Accounts | 1,170 | 1,466 | increased by296 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 8 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $245,005,473 | $304,846,708 | increased by$59,841,235 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 1,170 | increased by1,164 |
| Apr 1, 2022 | Clients | 10 | 1 | decreased by9 |
| Apr 1, 2022 | AUM | $219,167,897 | $245,005,473 | increased by$25,837,576 |
| Apr 1, 2022 | Accounts | 19 | 6 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALIDEX GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALIDEX GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.