The VALIANT WEALTH is a privately held investment adviser that advises $424.78mn in regulatory assets under management held in 2 SEC fund types across 5 investment strategies. VALIANT WEALTH is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 125.19% over the last 5-years.
The Group has been registered with the SEC for 9.79 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3408 WOODLAND AVE SUITE 204, WEST DES MOINES, IOWA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 3 investment and 9 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $424.78mn in assets advised are owned by 30 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $248.83mn or 58.58% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $124.59mn or 29.33% of Total Assets.
The Group's top investment strategies include Early Stage, Multi Strat and Real Estate, representing 68.43%, 17.41% and 9.41% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 30 private funds with $124.59mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
VALIANT WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.