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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

VFPE ADVISORS LLC

CRD 299829

AUDUBON, PA

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Search this name across graphsid dfx:ria:abd702c1-3366-d684-0f9e-1666ffde90e6

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 5
On other graphs: 3
Observed: Dec 27, 2018 to Aug 28, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Vfpe Advisors LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Vfpe Advisors LLC

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

Vfpe Advisors LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $196MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $196M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Individual clients: 0
High net worth clients: 0
Private funds: 13Schedule D 7.B(1)
Custody, client assets: $196M
SEC number: 801-114645
CRD: 299829
Filings on the tape: 18
First filed: Dec 27, 2018
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VALLEY FORGE FUND XIII, LP	Private Equity Fund	$48.7M	Mar 9, 2024	96	Mar 26, 2020	reported	021-370705
VALLEY FORGE FUND XII, LP	Private Equity Fund	$27.3M	Mar 9, 2024	55	Dec 27, 2018	reported	021-311031
VF REAL ESTATE III, LP	Real Estate Fund	$21.0M	Mar 9, 2024	55	Dec 27, 2018	reported	021-315757
VF REAL ESTATE IV, LP	Real Estate Fund	$18.8M	Mar 9, 2024	30	Mar 9, 2024	reported	021-494007
VALLEY FORGE FUND XI, LP	Private Equity Fund	$14.4M	Mar 9, 2024	48	Dec 27, 2018	reported	021-233542
VF REAL ESTATE II, LP	Real Estate Fund	$12.8M	Mar 9, 2024	43	Dec 27, 2018	reported	021-270153
VALLEY FORGE FUND XIV, LP	Private Equity Fund	$10.3M	Mar 9, 2024	12	Mar 9, 2024	reported	021-507042
VFF IV, LLC	Private Equity Fund	$8.7M	Mar 9, 2024	34	Dec 27, 2018	reported	n/a
VF REAL ESTATE, LP	Real Estate Fund	$4.0M	Mar 9, 2024	27	Dec 27, 2018	reported	021-206639
VALLEY FORGE FUND VIII, LP	Private Equity Fund	$3.1M	Mar 9, 2024	43	Dec 27, 2018	reported	n/a
VALLEY FORGE FUND X, LP	Private Equity Fund	$2.9M	Mar 9, 2024	31	Dec 27, 2018	reported	n/a
VALLEY FORGE FUND VI, LP	Private Equity Fund	$1.5M	Jan 20, 2023	37	Dec 27, 2018	dropped	n/a
VALLEY FORGE FUND IX, LP	Private Equity Fund	$1.0M	Mar 9, 2024	35	Dec 27, 2018	reported	n/a
VF INVEST I LLC	Private Equity Fund	$906,143	Mar 9, 2024	13	Dec 27, 2018	reported	n/a
VALLEY FORGE FUND VII, LP	Private Equity Fund	$261,721	Jan 20, 2023	34	Dec 27, 2018	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Creighton, Michael	MANAGING DIRECTOR, PRESIDENT, MANAGING MEMBER	C	yes	03/2020	Mar 26, 2020	Mar 9, 2024
Gleason, Daniel	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Jan 20, 2023	Mar 9, 2024
MAHER, MICHAEL, JOSEPH	MANAGING MEMBER	C	yes	11/2018	Dec 27, 2018	Mar 9, 2024
MAHER, SEAN	MANAGING MEMBER	C	yes	11/2018	Dec 27, 2018	Mar 9, 2024
MALLICK, MICHAEL, GREGORY	MANAGING MEMBER	C	yes	11/2018	Dec 27, 2018	Mar 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
VALLEY FORGE INVESTMENT CONSULTANTS, INC.	n/a	Mixed wealth	$3.5B	N	yes	n/a
DV RESI II, LLC	n/a	n/a	n/a	N	yes	n/a
DV RESI III LLC	n/a	n/a	n/a	N	yes	n/a
DV RESI, LLC	n/a	n/a	n/a	N	yes	n/a
EVFF II, LLC	n/a	n/a	n/a	N	yes	n/a
EVFF III, LLC	n/a	n/a	n/a	N	yes	n/a
EVFF, LLC	n/a	n/a	n/a	N	yes	n/a
MICHAEL J. MAHER, JR.	n/a	n/a	n/a	Y	no	n/a
RE INVEST I, LLC	n/a	n/a	n/a	N	yes	n/a
RE INVEST III CROSSROADS LLC	n/a	n/a	n/a	N	yes	n/a
RE INVEST III LIVERPOOL LLC	n/a	n/a	n/a	N	yes	n/a
SEAN MAHER	n/a	n/a	n/a	Y	no	n/a
VALLEY FORGE FINANCIAL GROUP, INC.	n/a	n/a	n/a	N	yes	n/a
VALLEY FORGE PENSION MANAGEMENT, INC.	n/a	n/a	n/a	N	yes	n/a
VFF IX, LLC	n/a	n/a	n/a	N	yes	n/a
VFF VIII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF X, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XI, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XIII, LLC	n/a	n/a	n/a	N	yes	n/a
VFF XIV, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE II, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE III, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE IV, LLC	n/a	n/a	n/a	N	yes	n/a
VFRE, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$196M	$196M	6	6	13	n/a
2024	Mar 20, 2025	$177M	$177M	7	7	12	n/a
2023	Mar 9, 2024	$174M	$174M	7	7	13	$174M
2022	Mar 30, 2023	$153M	$153M	6	6	11	$153M
2021	Mar 21, 2022	$158M	$158M	7	7	13	$158M
2020	Mar 2, 2021	$130M	$130M	7	7	13	$132M
2019	Mar 26, 2020	$120M	$120M	7	7	13	$127M
2018	Mar 29, 2019	$102M	$102M	7	7	12	$102M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$196M	$177M	10.8%	$153M	8.5%	6	7	0	0

Relationships

Affiliated with (1)

→ VALLEY FORGE INVESTMENT CONSULTANTS, INC.Registered adviserother investment adviser, common control
factForm ADV

Advises (15)

→ VALLEY FORGE FUND XIV, LPPrivate fundPrivate Equity Fund, IA
Mar 9, 2024 to presentfactForm ADV
→ VALLEY FORGE FUND IX, LPPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND XII, LPPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VF REAL ESTATE, LPPrivate fundReal Estate Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VF REAL ESTATE II, LPPrivate fundReal Estate Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND XI, LPPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND X, LPPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VF REAL ESTATE IV, LPPrivate fundReal Estate Fund, IA
Mar 9, 2024 to presentfactForm ADV
→ VFF IV, LLCPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND XIII, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2020 to presentfactForm ADV
→ VF INVEST I LLCPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND VIII, LPPrivate fundPrivate Equity Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VF REAL ESTATE III, LPPrivate fundReal Estate Fund, IA
Dec 27, 2018 to presentfactForm ADV
→ VALLEY FORGE FUND VI, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Dec 27, 2018 to Jan 20, 2023factForm ADV
→ VALLEY FORGE FUND VII, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Dec 27, 2018 to Jan 20, 2023factForm ADV

Controls (5)

← MAHER, MICHAEL, JOSEPHOwnerMANAGING MEMBER, ownership code C, individual
Dec 27, 2018 to Mar 9, 2024factForm ADV
← MAHER, SEANOwnerMANAGING MEMBER, ownership code C, individual
Dec 27, 2018 to Mar 9, 2024factForm ADV
← Creighton, MichaelOwnerMANAGING DIRECTOR, PRESIDENT, MANAGING MEMBER, ownership code C, individual
Mar 26, 2020 to Mar 9, 2024factForm ADV
← MALLICK, MICHAEL, GREGORYOwnerMANAGING MEMBER, ownership code C, individual
Dec 27, 2018 to Mar 9, 2024factForm ADV
← Gleason, DanielOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 20, 2023 to Mar 9, 2024factForm ADV

Dated events

Occurred
Jan 20, 2023
Control person joined
Daniel Gleason (Chief Compliance Officer) appeared on Schedule A of Vfpe Advisors Llc
Form ADVobserved 5 days ago
Occurred
Jan 20, 2023
Control person left
Jeffrey Merrill (Chief Compliance Officer) no longer on Schedule A of Vfpe Advisors Llc (listed 2022-03-21, absent 2023-01-20)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Control person joined
Michael Creighton (Managing Director, President, Managing Member) appeared on Schedule A of Vfpe Advisors Llc
Form ADVobserved 5 days ago
Occurred
Mar 26, 2020
Control person left
Radcliffe Hastings (Chief Investment Strategist, Managing Member) no longer on Schedule A of Vfpe Advisors Llc (listed 2019-11-13, absent 2020-03-26)
Form ADVobserved 5 days ago
Occurred
Dec 27, 2018
First Form ADV filing
Vfpe Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abd702c1-3366-d684-0f9e-1666ffde90e6
First observed: Dec 27, 2018
Last observed: Aug 28, 2026 23 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VFPE ADVISORS LLC

CRD 299829

AUDUBON, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:abd702c1-3366-d684-0f9e-1666ffde90e6

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VALLEY FORGE FUND XIII, LP

Private Equity Fund

$48.7M

Mar 9, 2024

Mar 26, 2020

reported

021-370705

VALLEY FORGE FUND XII, LP

Private Equity Fund

$27.3M

Mar 9, 2024

Dec 27, 2018

reported

021-311031

VF REAL ESTATE III, LP

Real Estate Fund

$21.0M

Mar 9, 2024

Dec 27, 2018

reported

021-315757

VF REAL ESTATE IV, LP

Real Estate Fund

$18.8M

Mar 9, 2024

reported

021-494007

VALLEY FORGE FUND XI, LP

Private Equity Fund

$14.4M

Mar 9, 2024

Dec 27, 2018

reported

021-233542

VF REAL ESTATE II, LP

Real Estate Fund

$12.8M

Mar 9, 2024

Dec 27, 2018

reported

021-270153

VALLEY FORGE FUND XIV, LP

Private Equity Fund

$10.3M

Mar 9, 2024

reported

021-507042

VFF IV, LLC

Private Equity Fund

$8.7M

Mar 9, 2024

Dec 27, 2018

reported

n/a

VF REAL ESTATE, LP

Real Estate Fund

$4.0M

Mar 9, 2024

Dec 27, 2018

reported

021-206639

VALLEY FORGE FUND VIII, LP

Private Equity Fund

$3.1M

Mar 9, 2024

Dec 27, 2018

reported

n/a

VALLEY FORGE FUND X, LP

Private Equity Fund

$2.9M

Mar 9, 2024

Dec 27, 2018

reported

n/a

VALLEY FORGE FUND VI, LP

Private Equity Fund

$1.5M

Jan 20, 2023

Dec 27, 2018

dropped

n/a

VALLEY FORGE FUND IX, LP

Private Equity Fund

$1.0M

Mar 9, 2024

Dec 27, 2018

reported

n/a

VF INVEST I LLC

Private Equity Fund

$906,143

Mar 9, 2024

Dec 27, 2018

reported

n/a

VALLEY FORGE FUND VII, LP

Private Equity Fund

$261,721

Jan 20, 2023

Dec 27, 2018

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Creighton, Michael

MANAGING DIRECTOR, PRESIDENT, MANAGING MEMBER

yes

03/2020

Mar 26, 2020

Mar 9, 2024

Gleason, Daniel

CHIEF COMPLIANCE OFFICER

yes

01/2023

Jan 20, 2023

Mar 9, 2024

MAHER, MICHAEL, JOSEPH

MANAGING MEMBER

yes

11/2018

Dec 27, 2018

Mar 9, 2024

MAHER, SEAN

MANAGING MEMBER

yes

11/2018

Dec 27, 2018

Mar 9, 2024

MALLICK, MICHAEL, GREGORY

MANAGING MEMBER

yes

11/2018

Dec 27, 2018

Mar 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

n/a

Mixed wealth

$3.5B

yes

n/a

DV RESI II, LLC

n/a

yes

n/a

DV RESI III LLC

n/a

yes

n/a

DV RESI, LLC

n/a

yes

n/a

EVFF II, LLC

n/a

yes

n/a

EVFF III, LLC

n/a

yes

n/a

EVFF, LLC

n/a

yes

n/a

MICHAEL J. MAHER, JR.

n/a

RE INVEST I, LLC

n/a

yes

n/a

RE INVEST III CROSSROADS LLC

n/a

yes

n/a

RE INVEST III LIVERPOOL LLC

n/a

yes

n/a

SEAN MAHER

n/a

VALLEY FORGE FINANCIAL GROUP, INC.

n/a

yes

n/a

VALLEY FORGE PENSION MANAGEMENT, INC.

n/a

yes

n/a

VFF IX, LLC

n/a

yes

n/a

VFF VIII, LLC

n/a

yes

n/a

VFF X, LLC

n/a

yes

n/a

VFF XI, LLC

n/a

yes

n/a

VFF XII, LLC

n/a

yes

n/a

VFF XIII, LLC

n/a

yes

n/a

VFF XIV, LLC

n/a

yes

n/a

VFRE II, LLC

n/a

yes

n/a

VFRE III, LLC

n/a

yes

n/a

VFRE IV, LLC

n/a

yes

n/a

VFRE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$196M

n/a

2024

Mar 20, 2025

$177M

n/a

2023

Mar 9, 2024

$174M

2022

Mar 30, 2023

$153M

2021

Mar 21, 2022

$158M

2020

Mar 2, 2021

$130M

$132M

2019

Mar 26, 2020

$120M

$127M

2018

Mar 29, 2019

$102M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$196M

$177M

10.8%

$153M

8.5%