VALLEY FORGE CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2017
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$1.1B
Accounts
4
Employees
9
Advisory reps
2

Firm details

Headquarters
MIAMI, Florida
CRD number
162953
Registered since
August 9, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth