{
  "crd_number": 166575,
  "slug": "validex-global-investing-irvine-ca-166575",
  "primary_business_name": "VALIDEX GLOBAL INVESTING",
  "legal_name": "VALIDUS GROWTH INVESTORS, LLC",
  "dbas": [
    "VALIDEX GLOBAL INVESTING",
    "VALIDUS GLOBAL INVESTING"
  ],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-10-29",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 352898702.0,
  "raum_discretionary": 101956763.0,
  "raum_non_discretionary": 250941939.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 2376987.0,
      "count": 8
    },
    "investment_companies": {
      "raum": 99579775.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 250941940.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR"
  ],
  "websites": [
    "https://linkedin.com/company/validex-global-investing",
    "https://validex.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166575",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/validex-global-investing-irvine-ca-166575",
  "display_name": "Validex Global Investing",
  "summary": "Validex Global Investing is an SEC-registered investment advisory firm in Irvine, CA, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Validex Global Investing (CRD 166575): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Validex Global Investing compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Validex Global Investing reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Validex Global Investing located?",
      "a": "Validex Global Investing's principal office is in Irvine, CA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Validex Global Investing registered with the SEC or a state?",
      "a": "Validex Global Investing is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166575."
    },
    {
      "q": "How much does Validex Global Investing manage?",
      "a": "Validex Global Investing reports $352,898,702 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (29% discretionary)."
    },
    {
      "q": "How have Validex Global Investing's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Validex Global Investing: Regulatory assets under management: $219,167,897 in the October 2021 data and $352,898,702 in the October 2026 data, up 61%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Validex Global Investing serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); investment companies (1)."
    },
    {
      "q": "Which custodians does Validex Global Investing use?",
      "a": "Validex Global Investing's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Validex Global Investing report any disciplinary disclosures?",
      "a": "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/166575"
    },
    {
      "q": "What changed in Validex Global Investing's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 219167897.0,
      "total_employees": 4,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 245005473.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 221821606.0,
      "total_employees": 4,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 248652766.0,
      "total_employees": 4,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 304846708.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 352898702.0,
      "total_employees": 4,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in Huntington Beach, CA.",
        "No longer lists an office in Palo Alto, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $304,846,708 to $352,898,702 (+16%).",
        "Added an office in Lake Elsinore, CA.",
        "Added an office in Palo Alto, CA.",
        "Added an office in Sparks, NV.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/validex-global-investing-irvine-ca-166575.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2376987.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 99579775.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 250941940.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166575",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}