RIA Intel›Advisers›Illinois›VALOR MANAGEMENT LLC

VALOR MANAGEMENT LLC

Advisory

N·CHICAGO, IL

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$26.1B

1-Year AUM Growth

+19.6%

3-Year CAGR

+32.9%

Employees

70

Assets Under Management

Total AUM$26.1B

Discretionary AUM$24.8B

Non-Discretionary AUM$1.3B

Discretionary %95%

Total Clients52

Team

Total Employees70

Investment Advisers99

Employee Growth (1Y)+30.4%

Filing History

Total Filings on Record38

First FilingFeb 13, 2012

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on VALOR MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.