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| Valiant Wealth LLC
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| CRD # | 146911 |
| SEC # | 801-108491 |
| CIK # | |
| AUM | 423.1 M (2026-03-25) |
| Employees | 12 (25% 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 | AUM |
|---|---|---|---|---|
| PE | Valiant BMC IV LLC | [2026-03-24] | 0.5 M | 2.4 M |
| Offered $2,100,000 · Filed 2025-06-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $1,600,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant Consano III LLC | [2026-03-24] | 1.1 M | 2.8 M |
| Offered $5,000,000 · Filed 2025-05-28 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $3,870,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant Equipment Leasing II LLC | [2026-03-24] | 0.4 M | 0.4 M |
| Offered $400,000 · Filed 2025-06-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $200,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant Fieldsync LLC | [2026-03-24] | 0.2 M | 0.8 M |
| Offered $4,000,000 · Filed 2025-03-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $3,750,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant Magnus LLC | [2026-03-24] | 1.1 M | |
| Offered $1,100,000 · Filed 2025-03-27 (D) · Exemption 506(b) · Minimum $50,000 · Remaining $1,100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant Rambo II LLC | [2026-03-24] | 1.0 M | |
| Offered $1,000,000 · Filed 2025-03-20 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $1,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant BMC III LLC | [2025-03-27] | 3.3 M | |
| Offered $5,000,000 · Filed 2024-11-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $5,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant BMC II LLC | [2025-03-27] | 6.7 M | |
| Offered $2,500,000 · Filed 2025-09-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $2,500,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Valiant BMC LLC | [2025-03-27] | 7.0 M | 11.0 M |
| Offered $11,000,000 · Filed 2022-01-20 (D) · Exemption 506(b) · Minimum $25,000 · Remaining $4,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | Valiant College Hill LLC | [2025-03-27] | 2.8 M | 2.5 M |
| Offered $2,800,000 · Filed 2019-07-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 25.1 |
| (b) Individuals (high net worth individuals) | 80 | 248.8 |
| (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 | 29 | 122.9 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 5 | 19.5 |
| (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 | 623 | 423.1 |
| By Discretionary | ||
| Discretionary | 623 | 423.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 623 | 423.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 423.1 | |
| Total | 623 | 423.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael O'Rourke | Promoter | 14 | 3 | |
| Douglas Vander Weide | Director, Executive Officer, Promoter | 27 | 2 | |
| Michael Jiskoot | Executive Officer | 12 | 2 | |
| Scott Stegg | Director, Executive Officer | 10 | 2 | |
| Paul Hassebroek | Director, Executive Officer | 9 | 2 | |
| NA Valiant Wealth LLC | Director | 5 | 2 | |
| Frank Levy | Director | 5 | 2 | |
| Doug Vander Weide | Director, Executive Officer | 4 | 2 | |
| Tom Jackowski | Executive Officer | 4 | 2 | |
| Valiant Investment Holdings LLC | Director, Executive Officer | 2 | 1 | |
| Valiant Manager LLC | Director | 1 | 1 | |
| NA Valiant Investment Holdings LLC | Promoter | 1 | 1 | |
| Valiant Wealth LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity, Real Estate |
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