AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresRegionalInternational

Valeas Capital Partners

Valeas Capital Partners is a fee-only, SEC-registered investment adviser in San Francisco, California, registered with the SEC since 2022, managing approximately $2.4B. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

View official SEC record ↗Firm website ↗Try our matching tool →

Source: SEC Form ADV · CRD #317369 · SEC #801-123517 · SEC-registered since 2022 (4 yrs) · Last filing data January 1, 2026

AUM
$2.4B

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
18

15 advisers

Assets per adviser

$162Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

From valeas.com

Visit site ↗
Screenshot of the Valeas Capital Partners website

Overview

AI-generated summary

Valeas Capital Partners is a fee-only, SEC-registered investment adviser based in San Francisco, California. It reported approximately $2.4B in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
317369
SEC #
801-123517
Headquarters
San Francisco, CA
Employees
18

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$2.4B
Assets under management by year
YearReported AUM
2026$2.4B

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Valeas Capital Partners reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Valeas Capital Partners a fiduciary?+

Yes. Valeas Capital Partners is an SEC-registered investment adviser (CRD #317369), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Valeas Capital Partners compensated?+

Valeas Capital Partners reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Valeas Capital Partners manage?+

Valeas Capital Partners reported approximately $2.4B in regulatory assets under management as of its most recent Form ADV filing.

Does Valeas Capital Partners have any disclosures?+

Valeas Capital Partners reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Valeas Capital Partners has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

·
← Back to directory