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Valoir Wealth LLC
VALOIR WEALTH LLC is an SEC-registered investment adviser with $75 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Overview
VALOIR WEALTH LLC is an SEC-registered investment adviser with $75 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment team.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Robert A. Cohen
Founder & CEO
John T. McDonnell
Managing Director
Sector focus
Frequently asked questions
How does Valoir source proprietary deal flow?
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).
What investment stages does Valoir typically target?
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).
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