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VALOR EQUITY PARTNERS

CHICAGO, IL · CRD 160014 · IAPD ↗ · 312-683-1900

$59.32BRegulatory AUM
68Advisory reps
104Employees
0Clients
n/aPlanning clients
54Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — VALOR EQUITY PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — VALOR EQUITY PARTNERS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — VALOR EQUITY PARTNERS reported RAUM up 127% ($26.08B -> $59.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
March 2026 — VALOR EQUITY PARTNERS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — VALOR EQUITY PARTNERS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — VALOR EQUITY PARTNERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — VALOR EQUITY PARTNERS reported RAUM up 53% ($16.99B -> $26.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — VALOR EQUITY PARTNERS grew from 60 to 70 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — VALOR EQUITY PARTNERS grew from 46 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.