| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Valeo-Tcf, LLC | Other Private | — | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Connor Michael Skelly Control | Chief Compliance Officer | Under 5% | 2024 |
| John Charles Trott Control | Member | 25-50% | 2003 |
| John Thomas Wortman Control | Chief Executive Officer, Member | 25-50% | 2003 |
Valeo Financial Advisors, LLC reports $10.6 billion in regulatory assets under management on its Form ADV.
Valeo Financial Advisors, LLC manages 1 private funds with combined gross assets of undisclosed value.
Valeo Financial Advisors, LLC reports 177 employees.
Valeo Financial Advisors, LLC is based in Carmel, IN and has been SEC-registered since 2006.
Valeo Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 |
| Phone | 317.218.6000 |
| Fax | 317.218.6010 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1722641 |
| Discloses disciplinary history | No |
| Discretionary | $7.38B |
| Non-discretionary | $3.26B |
| Total (RAUM) | $10.64B |