Valor Equity Partners
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 160014
- Registered since
- March 29, 2012
- Website
- www.valorep.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valor Equity Partners is a privately held investment manager organized as an LLC and registered with the SEC in 2012. The firm operates primarily as a private equity and venture capital manager that also functions as a sponsor and general partner for pooled investment vehicles. Its client base is institutional, and it provides portfolio management for pooled funds. Compensation structures include asset-based management fees and performance-linked fees. Valor does not identify as an active ESG investor and is not a multi-state adviser per the source data.
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
Owners & executives
3 of 4
Antonio Gracias
Chief Executive Officer & Chief Investment OfficerCRD 2385716
Cassie Peterson
Chief Compliance OfficerCRD 2690786
Stephen Swanson
Chief Legal OfficerCRD 1723258
Contacts
2 of 2
Juan Sabater
PartnerCRD 2524955
Jonathan Shulkin
Partner and Co-PresidentCRD 6025881
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 320 N Sangamon St
- Time zone
- CT (UTC-6)
- Office locations
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