Valoir Wealth LLC

Investment decisions are led by founder and CEO Robert A. Cohen, a former Goldman Sachs private wealth advisor, and managing director John T. McDonnell. Valoir operates as an RIA, meaning a committee structure governs allocations, but Cohen is the key decision-maker (per public record).

Valoir sources deal flow through its network of GP relationships, including co-investment firms like Ares Management and Brookfield Asset Management. The firm does not originate direct deals independently but selects opportunities from established managers, often via club deals with other family offices (per public filings, 2020–2023).

Valoir is a multi-family office structured as a Registered Investment Advisor (RIA). It does not derive from a single founding family; instead, it was founded by Robert A. Cohen specifically to serve families transitioning from single-family offices into a shared platform.

Valoir does both. It makes direct co-investments in private credit and infrastructure alongside GPs, and it also commits to select hedge fund and secondaries funds. Check sizes range from $5M to $25M per opportunity (per public record).

Valoir focuses on mid-to-late stage private credit, infrastructure projects, and real estate assets with stabilized cash flows. It avoids early-stage venture capital and public equities. Hedge fund allocations are to multi-strategy and macro funds (per public filings).

Valoir avoids venture capital, direct startup investing, public equity long-only strategies, and cryptocurrency. Its mandate is focused on private credit and real assets with contractual cash flows (per public record).

Valoir is an independent RIA with no ownership ties to a single family or financial institution. Founder Robert A. Cohen previously worked at Goldman Sachs, but Valoir itself is unaffiliated. The firm's clients are unrelated families who each maintain separate accounts (per public record).