Valor Equity Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 29, 2026, reports $59.3B in regulatory assets under management, 104 employees, 5 offices, and 57 accounts.
Assets Under Management
$59.3B
Employees
104
Offices
5 offices
Total Clients
57
Primary office
CHICAGO, IL
320 N SANGAMON STREET, SUITE 1200, CHICAGO, IL, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
57
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$59.3Bas of April 29, 2026
Discretionary94.6%
$56.1B
95% of total RAUM94.6%
Non-discretionary5.4%
$3.2B
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$59.3B
Total Accounts57
10Y AUM Change+$57.1B (+2581.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees104
Clients per Employee1:1
10Y Employee Change+85 (+447.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.