Valley Forge Capital Management, LP (Wayne)

Name: Valley Forge Capital Management, LP
Address: 435 Devon Park Drive, Wayne, PA, 19087
Telephone: (610) 388-4000

Valley Forge Capital Management, LP is a large advisory firm based in Wayne. It manages $294.79 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019.

Valley Forge Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Valley Forge Capital Management: assets under management

The assets under management (AUM) of Valley Forge Capital Management, LP is $294.79 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $294.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $294.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Valley Forge Capital Management, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Valley Forge Capital Management serves?

The only and largest group of clients of Valley Forge Capital Management is pooled investment vehicles with 1 clients and $294.79 million of assets under management. Among the 8 most similar advisory firms, Valley Forge Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $294.79 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Valley Forge Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Valley Forge Capital Management, LP

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Wayne

The principal office where Valley Forge Capital Management, LP performs its advisory services is located at 435 Devon Park Drive, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (610) 388-4000. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at valleyforgecapital.com/.