SourcingSourcing

VALEO VENTURES MANAGEMENT, LLC

B60
CRD 334181·SEC 801-131779·ARLINGTON HEIGHTS, IL
AUM
$119.3M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$358K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VALEO VENTURES MANAGEMENT, LLC
CRD
334181
SEC file #
801-131779
EIN
—
DBA names
Valeo Ventures

Economics

AUM
$119.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.8M → $119.3M▼ -6%
Client mix
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ARLINGTON HEIGHTS IL
Branches
Count1

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/105017871(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EICHLER, DAVID, ADAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EICHLER, DAVID, ADAM
MEHTA, DIPA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:valeoventures.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Top Owner CRD
2926581
Trust Company Affiliate
No

People (2)

2
EICHLER, DAVID, ADAM
Direct Owner · 62.5%
2926581
MEHTA, DIPA
Direct Owner · 62.5%
5001378