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| Happy Holidays!! thanks for using AUM13F!! |
| Valiant Wealth LLC
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| CRD # | 146911 |
| SEC # | 801-108491 |
| CIK # | |
| AUM | $382.1 M (2025-04-25) |
| Employees | 16 (19% Investors, 0% Brokers) |
| Phone | 515-223-6068 |
| Address | 3408 Woodland Ave West Des Moines, IA 50266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Valiant BMC III LLC | [2025-03-27] | 0.0 | 5.0 |
| PE | Valiant BMC II LLC | [2025-03-27] | 0.0 | 2.5 |
| PE | Valiant BMC LLC | [2025-03-27] | 7.0 | 11.0 |
| RE | Valiant College Hill LLC | [2025-03-27] | 2.8 | 2.8 |
| PE | Valiant Consano II LLC | [2025-03-27] | 0.0 | 15.0 |
| PE | Valiant Consano LLC | [2025-03-27] | 0.0 | 10.4 |
| RE | Valiant Dev LLC | [2025-03-27] | 0.8 | 2.0 |
| PE | Valiant Equipment Leasing LLC | [2025-03-27] | 0.4 | 1.3 |
| PE | Valiant Evolve Las Vegas LLC | [2025-03-27] | 0.1 | 1.8 |
| PE | Valiant PC BMC LLC | [2025-03-27] | 0.0 | 3.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 19.2 |
| (b) Individuals (high net worth individuals) | 83 | 231.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 109.6 |
| (g) Pension and profit sharing plans | 0 | 10.2 |
| (h) Charitable organizations | 0 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 382.1 |
| By Discretionary | ||
| Discretionary | 666 | 382.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 666 | 382.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.1 | |
| Total | 666 | 382.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Douglas Vander Weide | 25 | |||
| Scott Stegg | 10 | |||
| Michael Jiskoot | 10 | |||
| Paul Hassebroek | 9 | |||
| Frank Levy | 5 | |||
| Doug Vander Weide | 4 | |||
| Tom Jackowski | 4 | |||
| Valiant Investment Holdings LLC | 2 | |||
| Valiant Manager LLC | 1 | |||
| NA Valiant Investment Holdings LLC | 1 | |||
| View All | ||||
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