Validex Global Investing is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 30, 2026, reports $353M in regulatory assets under management, 4 employees, 5 offices, and 1,466 accounts.
Assets Under Management
$353M
Employees
4
Offices
5 offices
Total Clients
9
Primary office
SAN DIEGO, CA
444 W C STREET, SUITE 300, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.9% of total clients.
Top client categories% of clientsClients
1
Individuals
88.9%
8
2
Investment Cos.
11.1%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of March 30, 2026
Discretionary28.9%
$102M
29% of total RAUM28.9%
Non-discretionary71.1%
$251M
71% of total RAUM71.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$353M
Total Accounts1,466
10Y AUM Change+$312M (+765.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change-3 (-42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.