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Firms / V••• A••••••• L••

V••• A••••••• L••

Fund of funds · probableLower middle marketAudubon, PAv•••.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 9 of 11 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-09
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 9 of 11 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 27, 2018 to Mar 9, 2024
RAUM
$174Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$117Mreported gross assets (Form ADV), not fund size
All private fund GAV
$174Mevery private fund type, latest filing
2024 PE fund GAV
$117Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
73%
Fund type mix
filed 2024-03-09, latest gav Real Estate Fund $56.6M, Private Equity Fund $117M, latest counts Real Estate Fund 4, Private Equity Fund 9, lifetime distinct Real Estate Fund 4, Private Equity Fund 11
Employees
7
Headquarters
Audubon, PA
Office address
2500 MONROE BLVD., SUITE 100, Audubon, PA, 19403
Business phone
610-783-6650
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
We create value through the work we produce, the relationships we make, and the way we represent Valley Forge Financial Group.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
V••••• F•••• F••• X••• L•
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$10.3M
as of Mar 9, 2024
no Form DUnknown
V••••• F•••• F••• X•••• L•
ADV: Private Equity Fund
Fund of funds2020
first reported on Form ADV
$48.7M
as of Mar 9, 2024
no Form DMature
V••••• F•••• F••• X••• L•
ADV: Private Equity Fund
Fund of fundsunknown$27.3M
as of Mar 9, 2024
no Form DUnknown
V••••• F•••• F••• X•• L•
ADV: Private Equity Fund
Fund of fundsunknown$14.4M
as of Mar 9, 2024
no Form DHarvest
V•• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$8.7M
as of Mar 9, 2024
no Form DMature
V••••• F•••• F••• V•••• L•
ADV: Private Equity Fund
Fund of fundsunknown$3.1M
as of Mar 9, 2024
no Form DHarvest
V••••• F•••• F••• X• L•
ADV: Private Equity Fund
Fund of fundsunknown$2.9M
as of Mar 9, 2024
no Form DHarvest
V••••• F•••• F••• V•• L•
ADV: Private Equity Fund
Fund of fundsunknown$1.5M
as of Jan 20, 2023
no Form DWound down
V••••• F•••• F••• I•• L•
ADV: Private Equity Fund
Fund of fundsunknown$1.0M
as of Mar 9, 2024
no Form DHarvest
V• I••••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$906,143
as of Mar 9, 2024
no Form DMature
V••••• F•••• F••• V••• L•
ADV: Private Equity Fund
Fund of fundsunknown$261,721
as of Jan 20, 2023
no Form DWound down
Team
34 current, 2 former
Managing partner (6)
Investor relations (7)
Board or advisory (3)
2 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • M• H••••••• S••••••••• I••• 10 shared · very strong · last Jan 1, 2020
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Aug 28, 2026
    V••• A••••••• L••: Private Equity Funds on Form ADV 9 (2024 extract) -> 8 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 27, 2018
    V••• A••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

V••• A••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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