VALEDOR PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
307996
Registered since
April 13, 2020

Firm profile

FINTRX

Overview

Valedor Partners is a limited liability company that registered with the SEC in 2020. The firm functions primarily as an adviser and sponsor of pooled investment vehicles, serving in roles such as general partner and managing member. Its organizational profile lists both a domestic entity and an individual as owner types, and it is classified as unclassified in the source snapshot. Valedor Partners is not identified as a capital allocator, is not an active ESG investor, and does not report multi-state advisory activity or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SHAWN PATTERSON

    Co-Founder, Chief Financial OfficerCRD 3198679

Contacts

1 of 1
  • BARBARA PALMQUIST

    PartnerCRD 6538915

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
3355 W Alabama St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth