Valoran Capital Management

RIASEC RegisteredEst. 2021

Total AUM

$158M

Discretionary

$158M

100% of AUM

Avg account

$17.5M

Accounts

9

Employees

3

Advisory reps

2

Firm details

Headquarters: Chicago, Illinois
CRD number: 313634
Registered since: May 17, 2021
Website: ctccapitalmanagement.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Valoran Capital Management is an LLC that registered with the SEC in 2021. The firm describes itself as a multi-strategy manager active across hedge fund, private equity and real estate strategies and provides portfolio management for pooled investment vehicles. Its client base is institutional, and its fee model includes both percentage-of-AUM and performance-based components. Valoran is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Joseph Harriman
Chief Operating OfficerCRD 2834713

Contacts

1 of 1

Mark Purtell
FounderCRD 4801745

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 19

Active vs passive

$52.8M in ETFs

Passive

100%

$52.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES SEMICONDUCTOR ETF (SOXX)	BlackRock	Passive	Technology	$10.6M	16,600	20.15%

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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: 231 S La Salle St
Time zone: CT (UTC-6)
Office locations

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