Insights

Governance Expertise Valhalla Fiduciary specializes in independent directorships for fund boards and operational due diligence, indicating a strong opportunity to cross-sell governance services to alternative investment managers seeking enhanced board oversight and regulatory compliance.

Global Fund Reach Based in California but servicing funds and managers globally, there is potential to expand footprint with international asset managers seeking U.S. fiduciary governance expertise and cross-border governance solutions.

Targeted Clients Current focus on investment alternatives asset managers and investors suggests sales angles with mid to upper-mid market alternative funds looking for institutional-quality governance and independent oversight.

Tech Enablement Utilizes a modern tech stack (Cloudflare, WordPress, Shopify, Microsoft 365, HTTP/3) which can be leveraged to showcase governance thought leadership, client portals, and secure collaboration tools to prospective fund clients.

Growth Potential Revenue range indicates a scalable services model with room to upsell additional due diligence and governance advisory offerings as funds scale, presenting opportunities for premium governance packages and extended engagement.

Similar companies to Valhalla Fiduciary, LLC

Valhalla Fiduciary, LLC Tech Stack

Valhalla Fiduciary, LLC uses 8 technology products and services including Cloudflare, Open Graph, WordPress, and more. Explore Valhalla Fiduciary, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Content Management System
  • E-commerce
  • Font Awesome
    Font Scripts
  • HTTP/3
    Web & Portal Technology
  • Sitelinks Search Box
    Web Tools And Plugins

Valhalla Fiduciary, LLC's Email Address Formats

Valhalla Fiduciary, LLC uses at least 2 email formats:
Valhalla Fiduciary, LLC Email FormatsExamplePercentage
Last@valhallafiduciary.comDoe@valhallafiduciary.com
67%
First@valhallafiduciary.comJohn@valhallafiduciary.com
33%

Frequently Asked Questions

What is Valhalla Fiduciary, LLC's official website and social media links?

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Valhalla Fiduciary, LLC's official website is valhallafiduciary.com and has social profiles on LinkedIn.

How much revenue does Valhalla Fiduciary, LLC generate?

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As of October 2026, Valhalla Fiduciary, LLC's annual revenue is estimated to be $1M - $10M.

What is Valhalla Fiduciary, LLC's NAICS code?

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Valhalla Fiduciary, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Valhalla Fiduciary, LLC have currently?

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As of October 2026, Valhalla Fiduciary, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Managing Director: J. M. B. Explore Valhalla Fiduciary, LLC's employee directory with LeadIQ.

What industry does Valhalla Fiduciary, LLC belong to?

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Valhalla Fiduciary, LLC operates in the Financial Services industry.

What technology does Valhalla Fiduciary, LLC use?

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Valhalla Fiduciary, LLC's tech stack includes Cloudflare, Open Graph, WordPress, Shopify, Microsoft 365, Font Awesome, HTTP/3 and Sitelinks Search Box.

What is Valhalla Fiduciary, LLC's email format?

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Valhalla Fiduciary, LLC's email format typically follows the pattern of Last@valhallafiduciary.com. Find more Valhalla Fiduciary, LLC email formats with LeadIQ.

When was Valhalla Fiduciary, LLC founded?

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Valhalla Fiduciary, LLC was founded in 2018.
Valhalla Fiduciary, LLC logo

Valhalla Fiduciary, LLC

Financial ServicesCalifornia, United States0-1 Employees

Valhalla Fiduciary, LLC is a financial services consulting firm focused on governance for investment funds within the alternative investment management sector. The firm provides independently held directorships for fund boards and governance services aligned with institutional expectations for investment alternatives asset managers and investors. It also offers operational due diligence consulting to selected clients. Based in Newport Beach, California, at 120 Newport Center Drive, the company operates globally, serving investment funds and managers around the world. Joshua M. Barlow serves as the founding principal and managing director, and the firm lists a staff size of 0-1 employees with a website at valhallafiduciary.com.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Valhalla Fiduciary, LLC's revenue is estimated to be in the range of $1M - $10M

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