United States · 
What does Valeo Financial Advisors invest in?
Valeo Financial Advisors invests most often at Series A (100% of the rounds on record), in sectors such as Financial Services, Internet and Consulting.
Valeo Financial Advisors highlights
- 01
1 rounds on record
- 02
Mostly Series A: 100% of its rounds
What they do
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- Financial ServicesInternetConsulting
- Based in
- Carmel, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2014
1 round
- Oct
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration5 named
CMConnor Michael SkellyChief Compliance OfficeriForm ADV
JCJohn Charles TrottMemberiForm ADV
JTJohn Thomas WortmanChief Executive Officer, MemberiForm ADV
JMJustin M PadgettPresidentiForm ADV
PRPhillip Richard EvansMemberiForm ADV
We also hold 5 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$13Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Valeo Financial Advisors, LLC
- SEC number
- CRD 127132
Funds on its Form ADV
1 private fund, $21K in gross assets · filed Oct 2024
- Valeo-TCF, LLCTax credit purchases25 investors$21K