Valeo Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Valeo Financial Advisors LLC
CRD #127132
SEC #801-66402
CIK #1722641
AUM $4.9 BB (76% Disc, 100% US, 2020-03-23)
Employees62 (98% Investors, 0% Brokers)
Phone317-218-6000
Address9450 N Meridian St, Ste 300
Indianapolis, IN 46260
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02006201120162021
Sector Issuer Cap ($MM) Value ($MM)
SPY 120.8
VWO 36.9
VCSH 36.4
IJR 29.0
AAPL 1,372,810.0 17.9
IVV 17.3
EFA 16.3
MSFT 1,376,930.0 12.9
IWM 12.4
VXUS 11.4
View All
Holdings by Sector ($)
0.70.60.40.30.10.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Valeo-Ft14 LLC [2014-10-31] 0.8 0.0
PE Valeo-Hd14 LLC [2014-10-15] 1.0 0.8
PE Valeo-Ft13 LLC [2013-04-19] 0.4 0.0
HF Valeo Hedge Fund Partners II LLC [2010-07-14] 0.8 5.0
HF Valeo Hedge Fund Partners I LLC [Link] 0.0
RE Valeo-Nb07 Fund LLC [Link] 0.1
RE Valeo-Tp05 Fund LLC [Link] 0.2
View All
Fund Directors # Filings # Firms 2011 - 2020
Robert Edwards 2 2
P Evans 4 1
John Wortman 4 1
Tim Ginn 3 1
John Trott 3 1
Gregory Fulk 3 1
Timothy Ginn 1 1
David Stelsel 1 1
Comparable Firms State AUM ($BB)
Athena Capital Advisors LLC
MA 5.8
The Bollard Group LLC
MA 5.6
Arlington Partners LLC
AL 5.4
Zeke Capital Advisors LLC
PA 5.3
ICG Advisors LLC
CA 5.0
Main Street Advisors Inc
CA 4.8
BMO Family Office LLC
CA 4.4
RGT Wealth Advisors LLC
TX 4.3
Stamos Capital Partners LP
CA 4.2
Bank of America Capital Advisors LLC
IL 3.8
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