ValueStreet Equity Partners is a family office - single based in San Diego, United States, founded in 2019. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Buyout, Joint Venture/Partner, Private Equity
Sectors & themes: Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retirement Planning, Startups & Management, Trust Management, Wealth & Estate Planning, Alternative Investments, Financial Services, Finance, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 2720 5Th Ave, Suite G\nSan Diego\nCalifornia\n92103\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.