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| Keyboard |
| Valley View Consulting LLC
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|---|---|
| CRD # | 108583 |
| SEC # | 801-56181 |
| CIK # | |
| AUM | 16.40 B (2026-04-06) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 540-297-3419 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 76 | 16.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 16.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 76 | 16.4 |
| Total | 76 | 16.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.4 | |
| Total | 76 | 16.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Symmetry Investments US LLC
✚
|
NY | 16.83 B |
|
Keystate Advisory LLC
✚
|
NV | 16.59 B |
|
Aristotle Investment Services LLC
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CA | 16.50 B |
|
Venerable Investment Advisers LLC
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PA | 16.27 B |
|
Blue Owl Technology Credit Advisors LLC
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|
NY | 16.10 B |
|
FS/KKR Advisor LLC
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|
PA | 16.10 B |
|
First Sentier Investors International IM Limited
✚
|
16.09 B | |
|
Wilmington Funds Management Corporation
✚
|
DE | 16.08 B |
|
Silverbay Capital Management LLC
✚
|
NY | 16.06 B |
|
Taylor Advisors Inc
✚
|
KY | 15.95 B |