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| Valor Advisors LLC
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|
|---|---|
| CRD # | 171358 |
| SEC # | 801-79691 |
| CIK # | |
| AUM | $3.1 B (2025-03-31) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 305-424-1432 |
| Address | 1441 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 61 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 3.1 |
| By Discretionary | ||
| Discretionary | 14 | 0.3 |
| Non-Discretionary | 50 | 2.8 |
| Total | 64 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 0.5 | |
| Total | 64 | 3.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
East Capital Financial Services AB
✚
|
3.2 | |
|
R Squared BM LLC
✚
|
CA | 3.2 |
|
Biltmore Family Office LLC
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|
NC | 3.2 |
|
The Burney Company
✚
|
VA | 3.1 |
|
Evensky & Katz LLC
✚
|
FL | 3.1 |
|
LaSalle Investment Management Securities LLC
✚
|
MD | 3.1 |
|
Moors & Cabot Inc
✚
|
MA | 3.1 |
|
Courier Capital LLC
✚
|
NY | 3.1 |
|
PFG Advisors LLC
✚
|
AZ | 3.1 |
|
North Star Asset Management Inc
✚
|
WI | 3.1 |