ValueStreet Equity Partners

Also known as ValueStreet

Single Family Office (SFO)San Diego, United StatesFounded 2019
San Diego
Headquarters

About ValueStreet Equity Partners

ValueStreet Equity Partners is a single-family office based in San Diego, California. Established in 2019, the Family Office is a small business private equity firm focused on making long-term investments in quality businesses with up 2 million in annual earnings. ValueStreet was founded by Jim Moran and opened its doors in January of 2019. Jim's primary goal was to build a firm aligned with the long-term needs of founders and families who had built successful enterprises and had a vested interest in seeing their businesses flourish after transitioning to a new owner. In support of being a trusted long term partner, ValueStreet's investment capital is sourced only from family members or the firm's employees and advisors, all of whom share our values of integrity, stewardship, and long-term progress. Our independent approach allows us to act in the best interest of each business we invest in rather than chasing short-term returns of predetermined investment targets.

Preferred Investment Types

BuyoutJoint Venture/PartnerPrivate Equity

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinancial ServicesFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States

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Frequently asked questions

What type of investor is ValueStreet Equity Partners?

ValueStreet Equity Partners is a single family office (sfo) based in San Diego, United States.

Where is ValueStreet Equity Partners headquartered?

ValueStreet Equity Partners is headquartered in San Diego, United States.

When was ValueStreet Equity Partners founded?

ValueStreet Equity Partners was founded in 2019.

What does ValueStreet Equity Partners invest in?

ValueStreet Equity Partners focuses on Buyout, Joint Venture/Partner, Private Equity, Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services.

How can I contact ValueStreet Equity Partners?

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