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 structured as a limited partnership and operates as a hedge fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2017) and is organized to sponsor and manage pooled investment vehicles; its disclosed regulatory activities include acting as a CPO or CTA and serving as sponsor, general partner, or managing member of funds. Fee arrangements combine a percentage-of-assets component with performance-based fees. Valley Forge identifies itself as not being a capital allocator and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Steven Gonedes
Chief Financial OfficerCRD 7711480
Contacts
1 of 1DEVANG 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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