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Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

VALIDUS CAPITAL LLC

CRD 319212

EL SEGUNDO, CA

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Search this name across graphsid dfx:ria:528d097b-a984-b4b4-cfb6-28d9e86db8df

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 11
On other graphs: 4
Observed: Feb 17, 2022 to Mar 31, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Validus Capital LLC

Family office · shared crd

Independent Sponsorsidentity

Validus Capital LLC

Capital provider to sponsors · shared crd

Private Equityidentity

Validus Capital LLC

Private equity manager · shared crd

Private Creditidentity

VALIDUS CAPITAL LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.89 fund_share=0.11 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $2.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $317Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,533
High net worth clients: 176
Private funds: 12Schedule D 7.B(1)
Custody, client assets: $189M
SEC number: 801-123487
CRD: 319212
Filings on the tape: 15
First filed: Feb 17, 2022
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: validus-cap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN CHRISTIAN BULLITT	Certified Financial Planner	EL SEGUNDO, CA	1	12	1	no
Christy Charles	Certified Financial Planner	EL SEGUNDO, CA	1	12	n/a	no
JOHN MICHAEL KRAMBEER	n/a	EL SEGUNDO, CA	0	34	2	no
MATTHEW LEE SCHULZ	n/a	EL SEGUNDO, CA	0	13	1	no
William Russell Moffly	n/a	EL SEGUNDO, CA	0	12	n/a	no
KEVIN GEORGE HARNISCHFEGER	n/a	EL SEGUNDO, CA	0	13	2	no
Evan Danu	n/a	EL SEGUNDO, CA	0	10	1	no
Zachary Solomon Ostrow	n/a	EL SEGUNDO, CA	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VALIDUS PRIVATE CREDIT FUND III, LLC	n/a	$39.1M	Mar 31, 2026	63	Mar 31, 2026	reported	021-523963
VALIDUS PROPERTY GP STAKES & CREDIT FUND, LLC	n/a	$33.9M	Mar 31, 2026	59	Mar 31, 2026	reported	021-514171
VALIDUS VENTURE OPPORTUNITY FUND I, LLC	n/a	$30.5M	Mar 31, 2026	72	Mar 31, 2026	reported	n/a
VALIDUS PRIVATE EQUITY FUND, LLC - SERIES I (NRF IV)	Private Equity Fund	$26.4M	Mar 31, 2026	54	Nov 29, 2022	reported	021-465799
VALIDUS MUNICIPAL OPPORTUNITIES FUND, LLC - SERIES I (RCM VI)	Private Equity Fund	$26.1M	Mar 31, 2026	59	Mar 30, 2023	reported	021-477777
VALIDUS PRIVATE EQUITY FUND II (PPC IV), LLC	n/a	$25.4M	Mar 31, 2026	51	Mar 31, 2026	reported	021-513081
VALIDUS STRATEGIC EQUITY FUND + GP, LLC	n/a	$24.6M	Mar 31, 2026	70	Mar 31, 2026	reported	021-50862
VALIDUS CORE REAL ESTATE FUND, LLC - SERIES I (FRCM)	Private Equity Fund	$22.2M	Mar 31, 2026	43	Mar 30, 2023	reported	021-469071
VALIDUS GLOBAL SPORTS FUND, LLC	Private Equity Fund	$20.2M	Mar 31, 2026	66	Mar 30, 2023	reported	021-475652
VALIDUS DIRECT OPPORTUNITIES FUND, LLC	Private Equity Fund	$9.5M	Mar 31, 2026	58	Mar 26, 2024	reported	021-495480
VALIDUS PRIVATE CREDIT FUND, LLC - SERIES I (ORTL II)	Private Equity Fund	$7.6M	Mar 31, 2026	40	Nov 29, 2022	reported	021-460688
VALIDUS PRIVATE CREDIT FUND, LLC - SERIES II (ORGP II)	Private Equity Fund	$692,076	Mar 31, 2026	40	Nov 29, 2022	reported	021-460693

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHEN, SEAN, XIAO	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Mar 31, 2026	Mar 31, 2026
KRAMBEER, JOHN, MICHAEL	CHIEF EXECUTIVE OFFICER	Na	yes	04/2022	Mar 31, 2026	Mar 31, 2026
VALANT HOLDCO LLC	SOLE OWNER	E	yes	07/2025	Mar 31, 2026	Mar 31, 2026
SCHULZ, MATTHEW, LEE	MANAGING PARTNER	B	yes	04/2022	Nov 29, 2022	May 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$2.5B	$1.9B	18	8	12	n/a
2024	Mar 31, 2025	$2.2B	$1.7B	14	7	11	n/a
2023	Mar 26, 2024	$1.6B	$1.6B	14	6	7	$98.3M
2022	Mar 30, 2023	$1.3B	$1.3B	12	6	6	$75.8M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.5B	$2.2B	16.6%	$1.3B	23.5%	18	14	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CERTUITY, LLC	3	May 26, 2022	Jan 1, 2026	EL SEGUNDO, CA	Team lift out	RIA to new firm	21.4%

Relationships

Registered with (11)

← Zachary Solomon OstrowAdvisorregistration: current employment
May 16, 2026 to presentfactForm ADV
← Evan DanuAdvisorregistration: current employment
Jan 15, 2026 to presentfactForm ADV
← KEVIN GEORGE HARNISCHFEGERAdvisorregistration: previous registration
May 2, 2022 to Dec 31, 2025factForm ADV
← JOHN MICHAEL KRAMBEERAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← MATTHEW LEE SCHULZAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← William Russell MofflyAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Christy CharlesAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← JOHN CHRISTIAN BULLITTAdvisorregistration: current employment
Mar 11, 2025 to presentfactForm ADV
← STACEY PANENHANOUVONGAdvisorregistration: previous registration
Apr 10, 2023 to Jun 5, 2024factForm ADV
← KAREN MICHELLE TATMANAdvisorregistration: previous registration
Aug 2, 2023 to Sep 22, 2023factForm ADV
← EDWARD TANDY MCGLASSONAdvisorregistration: previous registration
Jun 14, 2022 to Nov 18, 2022factForm ADV

Advises (7)

→ VALIDUS PRIVATE CREDIT FUND, LLC - SERIES II (ORGP II)Private fundPrivate Equity Fund, IA
Nov 29, 2022 to presentfactForm ADV
→ VALIDUS CORE REAL ESTATE FUND, LLC - SERIES I (FRCM)Private fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ VALIDUS DIRECT OPPORTUNITIES FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ VALIDUS GLOBAL SPORTS FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ VALIDUS MUNICIPAL OPPORTUNITIES FUND, LLC - SERIES I (RCM VI)Private fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ VALIDUS PRIVATE CREDIT FUND, LLC - SERIES I (ORTL II)Private fundPrivate Equity Fund, IA
Nov 29, 2022 to presentfactForm ADV
→ VALIDUS PRIVATE EQUITY FUND, LLC - SERIES I (NRF IV)Private fundPrivate Equity Fund, IA
Nov 29, 2022 to presentfactForm ADV

Moved with (1)

← CERTUITY, LLCRegistered adviser3 advisors, team lift out, same day
May 26, 2022 to Jan 1, 2026factForm ADV

Controls (3)

← KRAMBEER, JOHN, MICHAELOwnerPRINCIPAL AND CHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 29, 2022 to May 2, 2024factForm ADV
← CHEN, SEAN, XIAOOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Aug 8, 2022 to May 2, 2024factForm ADV
← SCHULZ, MATTHEW, LEEOwnerMANAGING PARTNER, ownership code B, individual
Nov 29, 2022 to May 2, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Validus Capital Llc reported RAUM $2.2B, up 33% from $1.6B (2024-05-02 to 2025-03-31)
Form ADVobserved 6 days ago
$544M
Occurred
Jun 5, 2024
Advisor changed firm
Stacey Panenhanouvong left Validus Capital Llc for Hcr Wealth Advisors (registered 2024-06-06)
Form ADVobserved 6 days ago
Occurred
Sep 22, 2023
Advisor changed firm
Karen Michelle Tatman left Validus Capital Llc for Kmt Wealth Management, Llc (registered 2025-02-26)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
Validus Capital Llc reported RAUM $1.3B, up 64% from $822.6M (2022-11-29 to 2023-03-30)
Form ADVobserved 6 days ago
$523M
Occurred
Nov 29, 2022
Control person joined
Lee Matthew Schulz (Managing Partner) appeared on Schedule A of Validus Capital Llc
Form ADVobserved 6 days ago
Occurred
Nov 18, 2022
Advisor changed firm
Edward Tandy Mcglasson left Validus Capital Llc for Light Capital Llc (registered 2022-11-01)
Form ADVobserved 6 days ago
Occurred
Aug 8, 2022
Control person joined
Xiao Sean Chen (Chief Compliance Officer) appeared on Schedule A of Validus Capital Llc
Form ADVobserved 6 days ago
Occurred
May 26, 2022
Team lift-out
3 advisors left Certuity, LLC (EL Segundo, CA) for Validus Capital LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Apr 29, 2022
Control person joined
Michael John Krambeer (Principal And Chief Compliance Officer) appeared on Schedule A of Validus Capital Llc
Form ADVobserved 6 days ago
Occurred
Apr 29, 2022
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Validus Capital Llc (listed 2022-02-17, absent 2022-04-29)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2022
First Form ADV filing
Validus Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:528d097b-a984-b4b4-cfb6-28d9e86db8df
First observed: Feb 17, 2022
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VALIDUS CAPITAL LLC

CRD 319212

EL SEGUNDO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:528d097b-a984-b4b4-cfb6-28d9e86db8df

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN CHRISTIAN BULLITT

Certified Financial Planner

EL SEGUNDO, CA

Christy Charles

Certified Financial Planner

EL SEGUNDO, CA

n/a

JOHN MICHAEL KRAMBEER

n/a

EL SEGUNDO, CA

MATTHEW LEE SCHULZ

n/a

EL SEGUNDO, CA

William Russell Moffly

n/a

EL SEGUNDO, CA

n/a

KEVIN GEORGE HARNISCHFEGER

n/a

EL SEGUNDO, CA

Evan Danu

n/a

EL SEGUNDO, CA

Zachary Solomon Ostrow

n/a

EL SEGUNDO, CA

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VALIDUS PRIVATE CREDIT FUND III, LLC

n/a

$39.1M

Mar 31, 2026

reported

021-523963

VALIDUS PROPERTY GP STAKES & CREDIT FUND, LLC

n/a

$33.9M

Mar 31, 2026

reported

021-514171

VALIDUS VENTURE OPPORTUNITY FUND I, LLC

n/a

$30.5M

Mar 31, 2026

reported

n/a

VALIDUS PRIVATE EQUITY FUND, LLC - SERIES I (NRF IV)

Private Equity Fund

$26.4M

Mar 31, 2026

Nov 29, 2022

reported

021-465799

VALIDUS MUNICIPAL OPPORTUNITIES FUND, LLC - SERIES I (RCM VI)

Private Equity Fund

$26.1M

Mar 31, 2026

Mar 30, 2023

reported

021-477777

VALIDUS PRIVATE EQUITY FUND II (PPC IV), LLC

n/a

$25.4M

Mar 31, 2026

reported

021-513081

VALIDUS STRATEGIC EQUITY FUND + GP, LLC

n/a

$24.6M

Mar 31, 2026

reported

021-50862

VALIDUS CORE REAL ESTATE FUND, LLC - SERIES I (FRCM)

Private Equity Fund

$22.2M

Mar 31, 2026

Mar 30, 2023

reported

021-469071

VALIDUS GLOBAL SPORTS FUND, LLC

Private Equity Fund

$20.2M

Mar 31, 2026

Mar 30, 2023

reported

021-475652

VALIDUS DIRECT OPPORTUNITIES FUND, LLC

Private Equity Fund

$9.5M

Mar 31, 2026

Mar 26, 2024

reported

021-495480

VALIDUS PRIVATE CREDIT FUND, LLC - SERIES I (ORTL II)

Private Equity Fund

$7.6M

Mar 31, 2026

Nov 29, 2022

reported

021-460688

VALIDUS PRIVATE CREDIT FUND, LLC - SERIES II (ORGP II)

Private Equity Fund

$692,076

Mar 31, 2026

Nov 29, 2022

reported

021-460693

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHEN, SEAN, XIAO

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2022

Mar 31, 2026

KRAMBEER, JOHN, MICHAEL

CHIEF EXECUTIVE OFFICER

yes

04/2022

Mar 31, 2026

VALANT HOLDCO LLC

SOLE OWNER

yes

07/2025

Mar 31, 2026

SCHULZ, MATTHEW, LEE

MANAGING PARTNER

yes

04/2022

Nov 29, 2022

May 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.5B

$1.9B

n/a

2024

Mar 31, 2025

$2.2B

$1.7B

n/a

2023

Mar 26, 2024

$1.6B

$98.3M

2022

Mar 30, 2023

$1.3B

$75.8M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$2.2B

16.6%

$1.3B

23.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERTUITY, LLC

May 26, 2022

Jan 1, 2026

EL SEGUNDO, CA

Team lift out

RIA to new firm

21.4%