Valor Equity Partners
Chicago, IL·SEC-registered · CRD #160014
Valor Equity Partners is an SEC-registered investment advisory firm in Chicago, IL managing $59B across 58 client accounts, with 68 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$59B
Client accounts
58
Advisory staff
68
Fee model
Fee-only
How Valor Equity Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Valor Equity Partners
How much does Valor Equity Partners manage?
Per its most recent SEC Form ADV filing (04/29/2026), Valor Equity Partners reports $59B in regulatory assets under management across roughly 58 client accounts.
How does Valor Equity Partners charge?
Valor Equity Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valor Equity Partners a fiduciary?
Yes. Valor Equity Partners is registered with the U.S. Securities and Exchange Commission (CRD #160014), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valor Equity Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valor Equity Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Valor Equity Partners's public SEC Form ADV filing (CRD #160014, filed 04/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valor Equity Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valor Equity Partners? Claim this profile.