VALORAN CAPITAL MANAGEMENT
Firm details
- Headquarters
- NAPERVILLE, 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
FINTRXOverview
Valoran Capital Management is a privately held LLC that registered with the SEC in 2021 and targets institutional clients. The firm is organized as a multifaceted fund manager, operating strategies across hedge funds, private equity and real estate funds while also running pooled investment vehicles. Its advisory activity is focused on portfolio management for those pooled vehicles and its fees include a percentage-of-AUM component plus performance-based fees. Valoran does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1MARK PURTELL
FounderCRD 4801745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$14.6M in ETFs
100%
$14.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC) | State Street | Passive | Communications | $2.9M | 26,609 | 20.16% |
Location
NAPERVILLE, IL
DU PAGE
Location
NAPERVILLE, IL
Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 630 S Wright St
- Time zone
- CT (UTC-6)
- Office locations
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