Valeo Financial Advisors is a fund manager in Carmel with $7.28 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
30519130
SEC advisor number
801-66402
FINRA CRD number
127132
AUM ?
$7.10 bn
(as of 29 Nov 23)
Accounts
15,757
(as of 29 Nov 23)
Employees
161
(117 investment advisory or research)
Address
Valeo Financial Advisors
9450 N. MERIDIAN STREET
SUITE 300
INDIANAPOLIS
IN 46260
9450 N. MERIDIAN STREET
SUITE 300
INDIANAPOLIS
IN 46260
Phone
3172186000
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Valeo Financial Advisors, LLC | $7.28 bn | |
VALEO-HD14, LLC | $914.29 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21