|
⚲
|
| Valley View Consulting LLC
✚
|
|
|---|---|
| CRD # | 108583 |
| SEC # | 801-56181 |
| CIK # | |
| AUM | $15.7 B (2025-03-22) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 540-297-3419 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 77 | 15.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 77 | 15.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 77 | 15.7 |
| Total | 77 | 15.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.7 | |
| Total | 77 | 15.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Partners Guernsey Limited
✚
|
16.2 | |
|
Aristotle Investment Services LLC
✚
|
CA | 16.2 |
|
Empowered Funds LLC
✚
|
PA | 16.0 |
|
Taylor Advisors Inc
✚
|
KY | 16.0 |
|
FS/KKR Advisor LLC
✚
|
PA | 15.8 |
|
Macquarie Investment Management Europe Limited
✚
|
15.7 | |
|
Egerton Capital US LP
✚
|
NY | 15.7 |
|
M&G Investments USA Inc
✚
|
IL | 15.6 |
|
Sprucegrove Investment Management Ltd
✚
|
15.4 | |
|
Arini Capital Management US LLC
✚
|
NY | 15.3 |