Valley Regional Capital Management LLC

Overview

Valley Regional Capital Management LLC is an independent, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not position itself as a multi-manager capital allocator; its activity is primarily direct portfolio management rather than running a separate fund-of-funds platform. Valley Regional is not an active ESG investor, is not classified as a multi-state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices