# Valor Equity Partners

> Valor Equity Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 160014
- Filed as: VALOR EQUITY PARTNERS
- Legal name: Valor Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160014
- AdvisorCensus page: https://advisorcensus.com/firm/valor-equity-partners-chicago-il-160014

## Quick answers

**How is Valor Equity Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Valor Equity Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Valor Equity Partners located?**
Valor Equity Partners' principal office is in Chicago, IL, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Valor Equity Partners registered with the SEC or a state?**
Valor Equity Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160014.

**How much does Valor Equity Partners manage?**
Valor Equity Partners reports $59,316,626,010 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (95% discretionary).

**How have Valor Equity Partners' assets and staff changed since 2021?**
In the Form ADV data for Valor Equity Partners: Regulatory assets under management: $7,272,063,700 in the October 2021 data and $59,316,626,010 in the October 2026 data, up 716%. Total employees: 53 in October 2021 and 104 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Valor Equity Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (57).

**Does Valor Equity Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160014

**What changed in Valor Equity Partners' recent Form ADV filings?**
In the May 2026 filing data: No longer lists an office in Miami, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $59,316,626,010
- Discretionary: $56,091,299,379
- Non-discretionary: $3,225,326,631

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 57 | $59,316,626,010 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 104 total, 68 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Austin, TX
- Miami, FL
- New York, NY
- Palo Alto, CA
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- valorep.com
- LinkedIn @valor-equity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,272,063,700 | 53 | September 10, 2021 |
| October 2022 | $11,223,673,943 | 64 | June 9, 2022 |
| October 2023 | $14,201,475,536 | 82 | October 2, 2023 |
| October 2024 | $16,987,823,512 | 89 | September 4, 2024 |
| October 2025 | $26,076,132,878 | 99 | March 31, 2025 |
| October 2026 | $59,316,626,010 | 104 | April 29, 2026 |

Regulatory assets under management: $7,272,063,700 in the October 2021 data and $59,316,626,010 in the October 2026 data, up 716%.
Total employees: 53 in October 2021 and 104 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- No longer lists an office in Miami, FL.

### April 2026
- Employees performing advisory functions went from 70 to 68.
- Regulatory assets under management went from $26,076,132,878 to $59,316,626,010 (+127%).
- Added an office in Austin, TX.
- Registered or notice-filed in TX.

### March 2026
- Added an office in Miami, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Valor Equity Partners (CRD 160014): Form ADV filing data as of October 2026.