|
⚲
|
| Valley View Consulting LLC
✚
| |
|---|---|
| CRD # | 108583 |
| SEC # | 801-56181 |
| CIK # | |
| AUM | $14.1 BB (2024-03-25) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 540-297-3419 |
| Address | 2428 Carters Mill Road Huddleston, VA 24104-4003 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 71 | 14.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 71 | 14.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 71 | 14.1 |
| Total | 71 | 14.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.1 | |
| Total | 71 | 14.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wilmington Funds Management Corporation
✚
|
DE | 14.8 |
|
Nationwide Asset Management LLC
✚
|
OH | 14.8 |
|
Limekiln Real Estate Investment Management LP
✚
|
NY | 14.7 |
|
FMR Investment Management UK Limited
✚
|
14.7 | |
|
Egerton Capital US LP
✚
|
NY | 14.5 |
|
Fiduciary Counselors Inc
✚
|
DC | 14.5 |
|
Franklin Templeton Investments Corp
✚
|
14.4 | |
|
Schroder Investment Management Japan Limited
✚
|
13.9 | |
|
Nomura Asset Management Singapore Limited
✚
|
13.8 | |
|
Honeywell Capital Management LLC
✚
|
NJ | 13.7 |