VALOR CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- EASTON, Pennsylvania
- CRD number
- 336472
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Valor Capital Management LLC is organized as a limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm reports a fee model that includes a percentage-of-assets component (and other fee types), and it does not identify itself as a capital allocator. It is not classified as an active ESG investor and is not registered as a multi-state adviser. Regulatory registration year is not listed in the source material. The firm's stated affiliations include other investment adviser activity as well as connections to an insurance company and a real estate broker, which suggests it operates alongside or in partnership with entities across those areas. Owner type is listed as a combination of a domestic entity and an individual.
Assets & Accounts
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
Contacts
2 of 2Thomas Blachek
CCOCRD 7149175
Jacob Millen
PresidentCRD 5954316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EASTON, PA
NORTHAMPTON
Location
EASTON, PA
Headquartered in EASTON, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- NORTHAMPTON
- Address
- 109 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
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