Valeo Ventures Management, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 334181
· SEC file 801-131779
·
· www.valeovc.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $119M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $119M
- Accounts
- 1
- Employees
- 4
AUM over time
$119M
$127M
Dec 9, 2024
Mar 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 1 | $119M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eichler, David, Adam | Owner, Chief Compliance Officer | Oct 2024 (2y) | 50% – 75% | |
| Mehta, Dipa | Owner | Oct 2024 (2y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗