Valor Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 171358
- Registered since
- May 19, 2014
- Website
- www.valorad.com
- Custodians
- J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- HNWI93.01%
- Corporations / Businesses5.32%
- Charitable Organizations1.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Valor Advisors LLC is an independent, SEC-registered advisory firm that acts as a capital allocator for high-net-worth individuals and families. Registered in 2014 and organized as an LLC, the firm provides portfolio management for individual and small-business clients as well as for business and institutional accounts. Its fee arrangements are varied (percentage of AUM, fixed fees, and performance-based components appear in its disclosure), and the firm does not list ESG as an active investment focus. Valor has been recognized by the Financial Times as one of the Top 300 RIA firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Investment Grade Corp Bonds23%
- Private Funds7%
- Exchange Traded Equities4%
- US Government Bonds3%
Owners & executives
3 of 3Gonzalo Mendoza
CFOCRD 5197035
Francisco Narvaez
Chief Executive OfficerCRD 4184165
Francisco Secada Tubino
Chief Investment OfficerCRD 5593630
Contacts
1 of 1
Claudia Teran
Senior Portfolio ManagerCRD 5809432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$133M in ETFs
97%
$129M
3%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $57.6M | 77,076 | 43.13% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1441 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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