Investment adviser · CRD 170919

VALDA PARTNERS, LLC

Investment adviser filing (IA)

PORTLAND, OR, United States · Form ADV filed Jul 16, 2015

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 16, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

111 SOUTHWEST 5TH AVENUE, SUITE 1940
PORTLAND, OR, 97204, United States

CRD 170919

Filing source

Form ADV 934454 · Jul 16, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.