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Valenta Capital Management, Inc. (Denver)


Valenta Capital Management, Inc. is an adviser based in Denver. It manages $18.89 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Colorado.

Valenta Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valenta Capital Management: assets under management

The assets under management (AUM) of Valenta Capital Management, Inc. is $18.89 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.16 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Valenta Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Valenta Capital Management, Inc. performs its advisory services is located at 1775 Sherman Street, Denver, CO 80203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-839-1358 or by fax 303-832-6417. The normal business hours are 8 am - 4 pm on Monday - Friday.


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