VALEAS CAPITAL PARTNERS

101 California St., Suite 3910
San Francisco, California 94111-5846
Tel: 415-992-3131

About VALEAS CAPITAL PARTNERS

VALEAS CAPITAL PARTNERS, formally registered with the SEC as VALEAS CAPITAL PARTNERS. The firm was established in 03/24/2022. They have over 1 offices throughout the country.

VALEAS CAPITAL PARTNERS is a San Francisco, California based Financial Planning firm with nearly $807,375,386 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317369
SEC#	801-123517
Assets Managed by Firm	$807,375,386
No. of Clients	6
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$807,375,386

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