Valen Private Capital, LLC.
● SEC registered since 2026CRD 342364SEC# 801-136324Paoli, PA
Reg. AUM
$482.6M
Employees
3
Accounts
89
Location
Paoli, PA
About Valen Private Capital
Valen Private Capital is an independent advisory firm serving families across generations. Its work combines objective investment strategy, tax coordination, and generational planning with a focus on helping families carry wealth forward with purpose.
Summary based on the firm’s website.
Valen Private Capital, LLC. assets under management
Valen Private Capital, LLC. is an SEC-registered investment adviser based in Paoli, PA. The firm has been registered since 2026. It reports $482.6 million in regulatory assets under management and employs 3 people.
Valen Private Capital, LLC. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Durham Control | Partner & Director Of Financial Planning | Under 5% | 2026 |
| Bradley R Stark Control | Chief Compliance Officer | Under 5% | 2026 |
| John P Durham Control | Founder And Managing Partner | Under 5% | 2026 |
| Valen Founder Holdings, LLC Control | Owner | Over 75% | 2026 |
| John P Durham Control | Owner/Member | Over 75% | 2026 |
Frequently asked questions
How much does Valen Private Capital, LLC. manage?
Valen Private Capital, LLC. reports $482.6 million in regulatory assets under management on its Form ADV.
How many employees does Valen Private Capital, LLC. have?
Valen Private Capital, LLC. reports 3 employees.
Where is Valen Private Capital, LLC. located?
Valen Private Capital, LLC. is based in Paoli, PA and has been SEC-registered since 2026.
Does Valen Private Capital, LLC. disclose fund performance?
Valen Private Capital, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 43 Leopard Rd, Suite 102, Paoli, PA 19301 |
| Phone | 835-262-8100 |
| Office hours | By Appt Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$482.6MNo change
Aug '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$482.6Mregulatory AUM
Discretionary $482.6M