RIA Intel›Advisers›California›VALENTINE CAPITAL ASSET MANAGEMENT, INC

VALENTINE CAPITAL ASSET MANAGEMENT, INC

Advisory

SAN RAMON, CA

Data as of Jul 28, 2006 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
+130.1%
3-Year CAGR
+117.5%
Employees
0
Assets Under Management
Total AUM$405M
Discretionary AUM$230M
Non-Discretionary AUM$175M
Discretionary %56.8%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingMar 30, 2001
Latest FilingJul 28, 2006
🔒 Full AUM trend chart and 19 historical filings spanning 5+ years
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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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