# Valen Private Capital, LLC.

> Valen Private Capital, LLC. is an SEC-registered investment advisory firm in Paoli, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 342364
- Filed as: VALEN PRIVATE CAPITAL, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Paoli, PA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342364
- AdvisorCensus page: https://advisorcensus.com/firm/valen-private-capital-llc-paoli-pa-342364

## Quick answers

**How is Valen Private Capital, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Valen Private Capital, LLC. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Valen Private Capital, LLC. charge?**
Its Form ADV Part 2A brochure dated August 26, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Valen Private Capital, LLC. located?**
Valen Private Capital, LLC.'s principal office is in Paoli, PA, according to its Form ADV.

**Is Valen Private Capital, LLC. registered with the SEC or a state?**
Valen Private Capital, LLC. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342364.

**How much does Valen Private Capital, LLC. manage?**
Valen Private Capital, LLC. reports $482,643,221 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does Valen Private Capital, LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (77); corporations or other businesses not listed above (8); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Valen Private Capital, LLC. use?**
Valen Private Capital, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs Custody Solutions as a custodian holding 10% or more of its separately managed account assets.

**Does Valen Private Capital, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342364

**Does Valen Private Capital, LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated August 26, 2026 says: "The Firm generally requires a minimum relationship size of $10,000,000; however, this minimum may be waived at the Firm’s discretion based on the nature of the relationship."

**What changed in Valen Private Capital, LLC.'s recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 26, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The Firm’s standard fee schedule allows for fees up to 2.00% annually; however, most client relationships are priced below this level based on the size, scope, and complexity of the relationship.

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> The Firm generally requires a minimum relationship size of $10,000,000; however, this minimum may be waived at the Firm’s discretion based on the nature of the relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $482,643,221
- Discretionary: $482,643,221
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 77 | $474,994,505 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $36,215 |
| Corporations or other businesses not listed above | 8 | $7,612,501 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- valenpc.com
- LinkedIn @valen-private-capital
- LinkedIn @benjamin-durham-442443bb
- LinkedIn @john-durham-j-d-ll-m-taxation-5473a77

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Regulatory assets under management went from $0 to $482,643,221.
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valen Private Capital, LLC. (CRD 342364): Form ADV filing data as of October 2026.