Valoran Capital Management
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 313634
- Registered since
- May 17, 2021
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valoran Capital Management is a limited liability company that registered with the SEC in 2021 and positions itself as a multi-strategy manager across hedge fund, private equity and real estate strategies. The firm serves institutional clients and focuses its advisory work on portfolio management for pooled investment vehicles. Ownership is a mix of a domestic entity and an individual. Its fee arrangement includes a percentage-of-assets component, performance-based fees and other fee elements. Valoran does not present itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1Joseph Harriman
Chief Operating OfficerCRD 2834713
Contacts
1 of 1
Mark Purtell
FounderCRD 4801745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$52.8M in ETFs
100%
$52.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SEMICONDUCTOR ETF (SOXX) | BlackRock | Passive | Technology | $10.6M | 16,600 | 20.15% |
Location
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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