Valeo Financial Advisors LLC

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Assets, Funds, Holdings

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Valeo Financial Advisors LLC
CRD #127132
SEC #801-66402
CIK #0001722641
AUM$3.8 BB
Employees68
Phone317-218-6000
Address9450 N Meridian St, Ste 300
Indianapolis, IN 46260
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 103.7
VWO 39.8
VCSH 26.6
AAPL 843,560.0 15.9
IVV 11.1
IWM 10.6
JPM 341,670.0 10.4
VTI 10.1
VXUS 10.1
MSFT 865,660.0 9.9
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Valeo-Ft14 LLC 2014-10-31external
0.8
0.0
PE Valeo-Hd14 LLC 2014-10-15external
1.0
0.9
PE Valeo-Ft13 LLC 2013-04-19external
0.4
0.0
HF Valeo Hedge Fund Partners I LLC 2008-03-04external 0.1
RE Valeo-Nb07 Fund LLC 2007-10-09external 0.2
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Related Persons # Filings # Firms
Tim Ginn 3 1
John Wortman 3 1
P Evans 3 1
John Trott 3 1
Gregory Fulk 3 1
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