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Malvern Capital Management, LLC

● SEC registered since 2024CRD 292396SEC# 801-131034Malvern, PA
Export (members)
Reg. AUM
$225.4M
Employees
5
Accounts
350
Location
Malvern, PA

Malvern Capital Management, LLC assets under management

Malvern Capital Management, LLC is an SEC-registered investment adviser based in Malvern, PA. The firm has been registered since 2024. It reports $225.4 million in regulatory assets under management and employs 5 people.

Malvern Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Lawrence Olsen ControlMember, President & Chief Investment Officer50-75%2018
Michael Paul Czajka ControlChief Executive Officer, Chief Compliance Officer & Managing Member50-75%2019

Frequently asked questions

How much does Malvern Capital Management, LLC manage?

Malvern Capital Management, LLC reports $225.4 million in regulatory assets under management on its Form ADV.

How many employees does Malvern Capital Management, LLC have?

Malvern Capital Management, LLC reports 5 employees.

Where is Malvern Capital Management, LLC located?

Malvern Capital Management, LLC is based in Malvern, PA and has been SEC-registered since 2024.

Does Malvern Capital Management, LLC disclose fund performance?

Malvern Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Great Valley Parkway, Suite 226, Malvern, PA 19355
Phone610-979-1462
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.4M
Non-discretionary$0
Total (RAUM)$225.4M