Validex Global Investing
Validex Global Investing is an SEC-registered ria in San Diego, CA with $352.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Validex Global Investing: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166575, SEC 801-78236, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $352.9M (2026-06-12)
- Firm type
- Ria
- Location
- San Diego, CA
- Employees
- 4
- Clients
- 8
- CRD
- 166575
- Ownership
- SCALZO, MARK, CHRISTOPHER; SANCHEZ-SCALZO, VERONIQUE, LEMAIRE; TRILEY VENTURES LLC; GRAIL LLC; LUCIA, JOSEPH, PAUL
How much AUM does Validex Global Investing have?
Validex Global Investing reported $352.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Validex Global Investing?
Disclosed owners and executives of Validex Global Investing include SCALZO, MARK, CHRISTOPHER, SANCHEZ-SCALZO, VERONIQUE, LEMAIRE, TRILEY VENTURES LLC, GRAIL LLC, LUCIA, JOSEPH, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.