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VALEN PRIVATE CAPITAL, LLC.
CRD 342364File 801-136324
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$482.6M
Above cohort median (national)
Discretionary AUM
$482.6M
Clients
89
89 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 13, 2026
- Principal office
- 43 LEOPARD RD, SUITE 102, PAOLI, PA, 19301
- Phone
- 835-262-8100
- Website
- HTTPS://VALENPC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $482.6M
- Discretionary AUM
- $482.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 89
- Non-discretionary accounts
- 0
- Total accounts
- 89
- AUM per client
- $5.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $7.6M |
| High net worth individuals | 77 | $475.0M |
| Pension and profit sharing plans | 4 | $36K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Aug 29, 2026 | Registration | APPROVED-120 | APPROVED | |
| Aug 27, 2026 | Custody | No | Yes | |
| Aug 27, 2026 | Clients | 0 | 89 | increased by89 |
| Aug 27, 2026 | AUM | $0 | $482,643,221 | increased by$482,643,221 |
| Aug 27, 2026 | Accounts | 0 | 89 | increased by89 |
| Jul 1, 2026 | Employees | 1 | 3 | increased by2 |
| Jun 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALEN PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALEN PRIVATE” 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.