Data / Investment advisers / California / Validex Global Investing
Validex Global Investing, Irvine, CA: $353 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Validex Global Investing is an SEC registered investment adviser with its main office in Irvine, California and reports $353 million in regulatory assets under management in its Form ADV filed August 14, 2026. Its clients include other investment advisers, investment companies and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 166575
- SEC file number
- 801-78236
- SEC status
- Approved, effective October 29, 2013
- Legal name
- Validus Growth Investors, LLC
- Main office
- 2211 Michelson Drive Suite 900, Irvine, CA 92612
- Phone
- (858) 410-1410
- Website
- validex.co
- Regulatory AUM
- $352,898,702 in the Form ADV filed August 14, 2026
- Discretionary AUM
- $101,956,763
- Non discretionary AUM
- $250,941,939
- Accounts
- 1,466
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $250.9 million |
| Investment companies | 1 | $99.6 million |
| Individuals (other than high net worth individuals) | 8 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $352.9 million | March 30, 2026 |
| December 1, 2025 | $304.8 million | March 26, 2025 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Three Arch Wealth Management LLC | Irvine | $662.4 million | Not listed | adviserinfo.sec.gov |
| Warren Street Wealth Advisors, LLC | Irvine | $656.1 million | Not listed | adviserinfo.sec.gov |
| West Wealth Group, LLC | Irvine | $616.7 million | Not listed | adviserinfo.sec.gov |
| Preservation Equity Fund Advisors, LLC | Irvine | $502.9 million | 4 | adviserinfo.sec.gov |
| Concord Investment Counsel | Irvine | $397.9 million | Not listed | adviserinfo.sec.gov |
| American Fundstars | Irvine | $332.7 million | 3 | adviserinfo.sec.gov |
| Charles Fish Investments, Inc. | Irvine | $331.3 million | Not listed | adviserinfo.sec.gov |
| Kanani Advisory Group Inc. | Irvine | $288.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Advisers serving investment companies
- Validex Global Investing on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.