Valley Forge Capital Management
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 162953
- Registered since
- August 9, 2017
- Website
- www.valleyforgecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valley Forge Capital Management is organized as a limited partnership and operates as a hedge fund manager focused on pooled investment vehicles. The firm serves primarily institutional clients and conducts portfolio management for its funds while also acting in sponsor/GP and CPO/CTA capacities. Its fee model combines a percentage-of-AUM charge with performance-based fees. Valley Forge is SEC-registered (since 2017) but is not positioned as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Steven Gonedes
Chief Financial OfficerCRD 7711480
Contacts
1 of 1
Devang Kantesaria
Managing PartnerCRD 6041126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2 S Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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