PPrivate Fund Data Log in Join · $37/mo

Pine Valley Investments Limited Liability Company

● SEC registered since 2015CRD 173995SEC# 801-80742Marlton, NJ
Export (members)
Ranks #1,799 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.18B
Fund GAV
$45.1M
Private funds
1
Employees
37
Accounts
5,152
Location
Marlton, NJ

Pine Valley Investments Limited Liability Company assets under management

Pine Valley Investments Limited Liability Company is a registered investment adviser overseen by the SEC based in Marlton, NJ. The firm has been registered since 2015. It reports $2.2 billion in regulatory assets under management and employs 37 people. Pine Valley Investments Limited Liability Company manages 1 private fund with combined gross assets of $45.1 million, including Pv Opportunity Fund, Series I, LLC. By regulatory assets, it ranks 1,799 of 5,911 private fund managers.

Pine Valley Investments Limited Liability Company private funds

1 funds · $45.1M GAV
FundTypeGross assetsMin.
Pv Opportunity Fund, Series I, LLCHedge$45.1M$100K

Pine Valley Investments Limited Liability Company owners & executives

5 reported
NameTitleOwnershipSince
Harry Edward Morad ControlManaging Member/Cco50-75%2014
Hf Solomon Family Ltd PartnershipOwner5-10%2015
Joseph Brian Duncan ControlOwner25-50%2015
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pine Valley Investments Limited Liability Company manage?

Pine Valley Investments Limited Liability Company reports $2.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Pine Valley Investments Limited Liability Company manage?

Pine Valley Investments Limited Liability Company manages 1 private funds with combined gross assets of $45.1 million.

How many employees does Pine Valley Investments Limited Liability Company have?

Pine Valley Investments Limited Liability Company reports 37 employees.

Where is Pine Valley Investments Limited Liability Company located?

Pine Valley Investments Limited Liability Company is based in Marlton, NJ and has been SEC-registered since 2015.

Does Pine Valley Investments Limited Liability Company disclose fund performance?

Pine Valley Investments Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 E. Stow Rd., Suite 200, Marlton, NJ 08053
Phone856-334-8260
Fax856-356-2598
Office hours9:00 a.m. - 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1975417
Discloses disciplinary historyNo

Assets under management

Discretionary$2.18B
Non-discretionary$0
Total (RAUM)$2.18B