Chief Legal Officer · Valor Equity Partners
Stephen W. Swanson
CRD 1723258 · Named on Form ADV at one SEC-registered adviser
At a glance
Valor Equity Partners, an SEC-registered private fund adviser based in Chicago, IL with $59.3 billion in regulatory assets, lists Stephen W. Swanson on its Form ADV as Chief Legal Officer, a control person.
Firms and roles
- Valor Equity PartnersChief Legal OfficerPrivate fund adviser · Chicago, IL · $59B in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jonathan K. ShulkinPartner, Co-President and Treasurer, Valor Equity Partners
- Juan A. SabaterPartner, Co-President, Valor Equity Partners
- Antonio J. GraciasPartner, CEO, CIO, Valor Equity Partners
- Cassie H. PetersonChief Compliance Officer, Valor Equity Partners
- Anne M. DeanChief Financial Officer, Valor Equity Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.