Investment adviser · CRD 291213
VALOR CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
WESTLAKE, OH, United States · Form ADV filed Oct 25, 2023
- Regulatory AUM
- $893M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
- Employees
- 38 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 14 | $892,788,709 | 100.0% |
Filing source
Form ADV 1795682 · Oct 25, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 25, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
30400 DETROIT ROAD,, SUITE 201WESTLAKE, OH, 44145, United States
CRD 291213
Filing source
Form ADV 1795682 · Oct 25, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.