The VALLEY FORGE INVESTMENT CONSULTANTS is a privately held investment adviser that advises $3.69Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. VALLEY FORGE INVESTMENT CONSULTANTS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 61.79% over the last 5-years.
The Group has been registered with the SEC for 10.34 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2500 MONROE BLVD. SUITE 100, AUDUBON, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 17 investment and 5 non-investment staff. The total number of Employees increased by 4.76% over the last 5-years.
Their $3.69Bn in assets advised are owned by 13 private funds, 0 public funds and BDCs and 144 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $2.47Bn or 66.87% of Total Assets and High Net Worth Individuals own $927.05mn or 25.12% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and Fund of Funds, representing 68.22%, 29.26% and 2.52% of total assets, respectively.
They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 13 private funds with $198.39mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
VALLEY FORGE INVESTMENT CONSULTANTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.