VALENDO PRIVATE ASSET MANAGEMENT, INC.

VALENDO PRIVATE ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 133544). Regulatory assets under management: $39.8M.

Registration

• CRD: 133544
• Type: Registered investment adviser
• Phone: 405-607-2776
• Latest filing: 2026-03-24
• Regulatory AUM: $39.8M
• Discretionary AUM: $39.8M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 133544 on SEC IAPD (source of record)
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