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VALEAS CAPITAL PARTNERS

SAN FRANCISCO, CA · CRD 317369 · IAPD ↗ · valeas.com · 415-992-3131

$2.43BRegulatory AUM
15Advisory reps
18Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — VALEAS CAPITAL PARTNERS reported RAUM up 87% ($1.30B -> $2.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — VALEAS CAPITAL PARTNERS added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — VALEAS CAPITAL PARTNERS grew from 7 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — VALEAS CAPITAL PARTNERS crossed $1B in regulatory AUM ($807.4M -> $1.30B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2024 — VALEAS CAPITAL PARTNERS shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — VALEAS CAPITAL PARTNERS crossed $500M in regulatory AUM ($291.3M -> $807.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.