Validea Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,300,000
Total clients
36
64% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$1,536,111
About
The firm manages separately managed, fee-only investment accounts for individuals, trusts and corporate entities and typically requires a $250,000 account minimum (waivers possible). It provides discretionary portfolio management across multiple strategies and allows clients to impose investment restrictions or adjust allocations during onboarding via a Client Information Worksheet.
Investment decisions are driven by quantitative, systematic stock‑selection models that combine factors such as growth, value, momentum, quality and low volatility, and the firm implements portfolios that can be relatively concentrated (typically 10 to 100 positions). Offerings include long‑only equity portfolios, rotational strategies that can move to cash, reduced‑risk and ETF model portfolios, and some strategies incorporate licensed third‑party quantitative signals; all strategies are overseen and implemented by the firm’s portfolio management team.
Compared with many peers, the brochure explicitly discusses past performance and cautions that past results do not guarantee future returns, and the firm communicates strategy commentary and performance context to clients through quarterly client letters. The firm’s history of advising an ETF (since liquidated) and its addition of ETF portfolios, combined with model licensing arrangements and systematic protective rotation approaches, are distinguishing operational features relative to typical team‑managed advisors.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Factor investing / smart beta
Concentrated stock management
Tax-loss harvesting
Fee options
1.5% annually starting rate, sliding scale decreasing as assets increase; applied to entire account value rather than marginal tiers; fees are negotiable
Account minimum: $250,000 Fee-only: Advisory fees are fee-only with no commissions charged by SignalBridge Wealth.
Main office location
Validea Capital Management LLC
Fairfield CT, United States
Number of offices
1
Most active in
Validea Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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