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 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
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 4ANTONIO GRACIAS
Chief Executive Officer & Chief Investment OfficerCRD 2385716
CASSIE PETERSON
Chief Compliance OfficerCRD 2690786
STEPHEN SWANSON
Chief Legal OfficerCRD 1723258
Contacts
2 of 2JUAN 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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