Multi-Family OfficeRIA · CRD 171358SEC-Registered

Updated:

Valor Advisors

Valor Advisors was established in 2014 by three former J.P. Morgan private bankers. Francisco Narvaez, Gonzalo Mendoza and Francisco Secada Tubino left their...

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Valor Advisors

Valor Advisors was established in 2014 by three former J.P. Morgan private bankers. Francisco Narvaez, Gonzalo Mendoza and Francisco Secada Tubino left their roles to create a vehicle focused on families with Latin American wealth. The firm provides investment management, estate planning and cross-border structuring. The office allocates across public markets, private equity and real assets. It structures direct holdings and works through external managers. Confirmed activity spans South America and the Caribbean. The firm has also been listed as an intermediary in the Panama Papers database. Valor Advisors employs a compact team of named principals. It maintains a single office in Miami. No additional vehicles or club memberships beyond the 2019 FT 300 recognition appear in available records. No operational events from the last 24 months have been documented. The firm operates as a multi-family office built by ex-J.P. Morgan bankers rather than by a single operating company or industrial fortune. This background shapes its emphasis on cross-border advisory for regional entrepreneurial families.

General information

Firm type

Multi Family Office

Year founded

2014

Location

Region

North America

Country

United States

City

Miami

Corporate office

1441 Brickell Avenue, Suite 1500, Miami, FL 33131

Principals

Francisco Narvaez

Co-founder and CEO

Gonzalo Mendoza

Co-founder and CFO

Roger Icabalceta

Investment Advisor Representative

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Frequently asked questions

Who runs investment decisions at Valor Advisors?

Francisco Secada Tubino serves as co-founder and CIO. He previously worked as a private banker at J.P. Morgan. The remaining co-founders handle CEO and CFO responsibilities.

How is Valor Advisors structured relative to its clients?

It functions as a multi-family office serving multiple entrepreneurial families. The firm does not appear tied to a single wealth source or operating company.

Where does the underlying wealth originate?

The founders built the firm on careers in Latin American private banking at J.P. Morgan. Current clients are described as entrepreneurial families from the region.

Does Valor Advisors participate in fund commitments or direct deals?

Available information indicates a mix of direct holdings and external manager relationships. No specific fund commitments or co-investors are named in the record.

What geographic footprint does Valor Advisors cover?

The firm is headquartered in Miami and maintains confirmed activity in South America and the Caribbean.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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