About Company
ValueFinity’s journey began with a simple principle: that lasting value is built on deep expertise, disciplined execution, and unwavering integrity.
Established in 2002 as a real estate portfolio management firm, we quickly distinguished ourselves through precision asset selection, active asset management, and a contrarian approach to market timing. By 2008, we had scaled to oversee more than $6 billion in commercial and residential real estate—gaining recognition for resilience during periods of market volatility.
ValueFinity operates as a discretionary investment manager, meaning portfolio construction and asset selection are driven by our investment committee based on rigorous research, risk parameters, and strategic objectives. While we do not offer direct, single-asset co-investment opportunities to most investors, qualified limited partners may—under certain fund structures—engage in tailored allocations or sidecar vehicles for specific opportunities, subject to availability, alignment with fund strategy, and regulatory compliance. All investments are made in accordance with the fund’s governing documents and fiduciary standards.
Yes, ValueFinity accepts capital from self-directed IRAs administered by qualified custodians. Many of our high-net-worth and institutional investors utilize IRA or other qualified retirement vehicles to allocate to alternative investments, including hedge funds and private equity. Please note that your IRA custodian must support alternative asset classes, and all transactions must comply with IRS regulations regarding prohibited transactions and unrelated business taxable income (UBTI). We recommend consulting your tax advisor before proceeding.
Under U.S. Securities and Exchange Commission (SEC) Regulation D, an individual qualifies as an accredited investor if they meet at least one of the following criteria:
- Have earned income exceeding $200,000 in each of the prior two years (or $300,000 jointly with a spouse) and reasonably expect the same for the current year; or
- Have a net worth exceeding $1 million, either individually or jointly with a spouse, excluding the value of their primary residence.
Entities such as banks, insurance companies, registered investment advisers, and certain trusts or partnerships also qualify, as do institutional investors like pension funds and endowments. Non-U.S. investors may be eligible under comparable standards in their jurisdiction or through qualifying professional investor designations.
The minimum investment requirement—typically starting at $1 million or higher—reflects our commitment to operational efficiency, strategic alignment, and fiduciary responsibility. Managing a concentrated base of sophisticated investors allows us to:
- Maintain low overhead and avoid diluting performance with administrative complexity;
- Ensure all partners share a long-term investment horizon and risk tolerance consistent with our strategies;
- Preserve capacity in high-conviction opportunities that may not scale to broad retail participation.
This structure enables ValueFinity to focus on performance, active management, and deep due diligence—core tenets of our two-decade legacy.
Many businesses, large and small, have a huge source of the great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing asset. What is this highly valuable asset? Its own people. Says Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?”
We seek to invest in well positioned companies with strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth capital for both sides.
