James Moran is the founder and Managing Partner of ValueStreet, a San Diego-based family office/private equity firm he founded in 2019. See contact routes.
James Moran is the founder and Managing Partner of ValueStreet, a San Diego-based family office/private equity firm he founded in 2019, where he oversees day-to-day operations, marketing, banking relationships, and chairs the investment committee. Public descriptions say ValueStreet focuses on small businesses, especially in California and the broader western United States, with a long-term orientation toward founder and family transitions. Available sources do not verify specific stage or sector mandates beyond small-business investing, and no reliable public source found a standard check size or a clear lead-versus-follow pattern. Publicly visible portfolio references are sparse; one firm page mentions a boat and yacht repair company, but named portfolio-company details are otherwise limited in the available sources. Moran has said he has been active in financial markets since 2011, beginning with managing his own portfolio of investments. He has also been described as an entrepreneur and small-business investor focused on doing right by business owners and his community. Public writing is limited in the sources reviewed, though ValueStreet’s bl
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