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MFWire: Valkyrie Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Valkyrie Funds
320 Seven Springs Way
Suite 250
Brentwood, TN  37027
Google Maps

Contact
Main Phone: 218-255-9743
Web Site: https://valkyrie-funds.com/

Mutual Fund Brand(s)
Valkyrie Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    Valkyrie Investments Inc. co-founders Leah Wald and Steven McClurg launched the firm's ETF unit, Valkyrie Funds, in 2021. (They also launched Valkyrie Investments' institutional arm, Valkyrie Digital Assets, in 2021.)

    The Nashville-area firm specializes in investing in digital assets (i.e. digital currencies like Bitcoin). Valkyrie Funds' first ETF, the Valkyrie Bitcoin Strategy ETF, debuted in October 2021. They launched another in December 2021 and a third in February 2022. Vident Investment Advisory serves as the ETFs' subadvisor.
    Sponsored Opportunities



    Key People:
    Leah Wald
    CEO, Co-Founder, Valkyrie Investments Inc.
    Steven McClurg
    Chief Investment Officer, Co-Founder, Valkyrie Investments Inc.
    John Key
    Managing Director, Head of Retail Distribution, Valkyrie Investments Inc.
    Lori Tiernan
    Chief Marketing Officer, Valkyrie Investments Inc.
    James O'Brien
    Chief Operating Officer, Valkyrie Investments Inc.
    Scottland Keefer
    Chief Compliance Officer, Valkyrie Investments Inc.
    Nick Bonos
    Head of Fund Operations, Valkyrie Investments Inc.
    Josh Olszewicz
    Head of Research, Valkyrie Investments Inc.
    Bill Cannon
    Head of ETF Portfolio Management, Valkyrie Investments Inc.
    Sean Rooney
    Vice President of Research and Trading, Valkyrie Investments Inc.
    Wes Cowan
    Managing Director, Decentralized Finance (DeFi), Valkyrie Investments Inc.
    Brian McQuade
    Director of Business Development, Valkyrie Investments Inc.
    Ryan Gorman
    Chief Communications Officer, Valkyrie
    Story Archive for Valkyrie Funds
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    1/23/2024 A European AM Will Buy a $173MM-AUM U.S. Trio MFWire.com
    1/10/2024 Spot Bitcoin ETPs Will Arrive Tomorrow MFWire.com
    9/1/2023 Will the SEC Accept Bitcoin ETPs? Brace For a Big October Week MFWire.com
    7/3/2023 Exchanges Amend ETP Apps to ID Coinbase MFWire.com
    2/16/2022 A Tennessee Startup Crosses $1B In AUM MFWire.com
    1/25/2022 A Contrarian Boutique Leads With $812MM In Inflows MFWire.com
    11/19/2021 As Micro Firms' Inflows Climb 60 Percent, a Contrarian Boutique Leads MFWire.com
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