# Valendo Private Asset Management, Inc.

> Valendo Private Asset Management, Inc. is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 133544
- Filed as: VALENDO PRIVATE ASSET MANAGEMENT, INC.
- Legal name: Valendo Private Asset Management
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133544
- AdvisorCensus page: https://advisorcensus.com/firm/valendo-private-asset-management-inc-133544

## Quick answers

**How is Valendo Private Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Valendo Private Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Valendo Private Asset Management, Inc. registered with the SEC or a state?**
Valendo Private Asset Management, Inc. is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133544.

**How much does Valendo Private Asset Management, Inc. manage?**
Valendo Private Asset Management, Inc. reports $39,800,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Valendo Private Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (5).

**Does Valendo Private Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133544

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $39,800,000
- Discretionary: $39,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $683,000 |
| High net worth individuals | 13 | $39,117,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valendo Private Asset Management, Inc. (CRD 133544): Form ADV filing data as of October 2026.