Valora Investment Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Valora Investment Group LLC is a newly registered investment adviser with no active advisors or assets under management. The firm offers asset management and portfolio management services primarily for individual and high‑net‑worth clients, while also identifying institutions and other advisers among its client types.
VIG provides ongoing custodial account management across a range of instruments—including equities, fixed income, mutual funds, ETFs, REITs, and options—and may trade on a discretionary basis when authorized. The firm reports using both fundamental and technical analysis to support long‑ and short‑term strategies and tailors recommendations to each client’s financial situation and risk tolerance, allowing client‑imposed investment restrictions on a case‑by‑case basis.
What is notable for a firm in this category is the explicit offering of individual portfolio management despite having no active advisory personnel and no AUM. The brochure also discloses the availability of performance‑based fee arrangements (subject to qualification), notes that the firm does not act as a private fund adviser or participate in wrap‑fee programs, and indicates use of a recommended qualified custodian with potential soft‑dollar research or service benefits.
Client services
Expertise
Fee options
1.00% annually
Up to 20% of investment returns over a 6% hurdle rate, billed annually in arrears, with negotiable terms and a high water mark
Main office
Miami FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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