VALOR EQUITY PARTNERS

RIASEC RegisteredEst. 2012
Total AUM
$59.3B
Discretionary
$56.1B
95% of AUM
Avg account
$1B
Accounts
57
Employees
104
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
160014
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Valor Equity Partners is a privately organized investment manager operating as an LLC and registered with the SEC since 2012. The firm functions primarily as a private equity and venture capital sponsor and manager of pooled investment vehicles, serving institutional clients. Its business model combines percentage-of-AUM and performance-based fee schedules and it reports additional unspecified fee arrangements. Valor acts as an adviser and sponsor/GP of pooled funds rather than as a third‑party capital allocator. It does not identify as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Contacts

2 of 2
  • JUAN SABATER

    PartnerCRD 2524955

  • JONATHAN SHULKIN

    Partner and Co-PresidentCRD 6025881

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth