RIA Intel›Advisers›New Jersey›PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY

PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY

Advisory

N·MARLTON, NJ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$2.7B
1-Year AUM Growth
+80.7%
3-Year CAGR
+45.5%
Employees
31
Assets Under Management
Total AUM$2.7B
Discretionary AUM$2.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,809
Team
Total Employees31
Investment Advisers37
Employee Growth (1Y)—
Filing History
Total Filings on Record53
First FilingDec 10, 2014
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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