DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

V••• A••••••• L••

Asset manager (funds and pooled vehicles)Audubon, PennsylvaniaCRD 299829SEC 801-114645website IAPD

Latest filing Aug 28, 2026

First filing on the tape Dec 27, 2018 · 18 filings

SEC status approved since Feb 14, 2019

RAUM

$196M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

6 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$196M as of Aug 28, 2026

Mar 29, 2019$102M then

HNW client RAUM$0 as of Aug 28, 2026

Mar 29, 2019$0 then

State-registered IARs (5.B.3)0 as of Aug 28, 2026

Mar 29, 20190 then

Employees (5.A)6 as of Aug 28, 2026

Mar 29, 20197 then

Private funds13 as of Aug 28, 2026

Mar 29, 201912 then

RAUM +11% over the last fiscal year+8.5% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Aug 28, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $15.0MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +11%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $196M, 13 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$196M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 13reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $196M for 13 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

15 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
V••••• F•••• F••• X•••• L•	Private Equity Fund	$48.7M	96	Mar 26, 2020
V••••• F•••• F••• X••• L•	Private Equity Fund	$27.3M	55	Dec 27, 2018
V• R••• E••••• I••• L•	Real Estate Fund	$21.0M	55	Dec 27, 2018
V• R••• E••••• I•• L•	Real Estate Fund	$18.8M	30	Mar 9, 2024
V••••• F•••• F••• X•• L•	Private Equity Fund	$14.4M	48	Dec 27, 2018
V• R••• E••••• I•• L•	Real Estate Fund	$12.8M	43	Dec 27, 2018
V••••• F•••• F••• X••• L•	Private Equity Fund	$10.3M	12	Mar 9, 2024
V•• I•• L••	Private Equity Fund	$8.7M	34	Dec 27, 2018
V• R••• E•••••• L•	Real Estate Fund	$4.0M	27	Dec 27, 2018
V••••• F•••• F••• V•••• L•	Private Equity Fund	$3.1M	43	Dec 27, 2018
V••••• F•••• F••• X• L•	Private Equity Fund	$2.9M	31	Dec 27, 2018
V••••• F•••• F••• V•• L•no longer reported	Private Equity Fund	$1.5M	37	Dec 27, 2018
V••••• F•••• F••• I•• L•	Private Equity Fund	$1.0M	35	Dec 27, 2018
V• I••••• I• L••	Private Equity Fund	$906,143	13	Dec 27, 2018
V••••• F•••• F••• V••• L•no longer reported	Private Equity Fund	$261,721	34	Dec 27, 2018

Owners and control persons

Schedule A and B, latest filing

C••••••••• M•••••• · Managing Director, Pr•••Dent, Managing Membercontrol
since 03/2020 · owns 25% to 50%
G••••••• D••••• · Chief Compliance Officercontrol
since 01/2023 · owns less than 5%
M••••• M••••••• J••••• · Managing Membercontrol
since 11/2018 · owns 25% to 50%
M••••• S••• · Managing Membercontrol
since 11/2018 · owns 25% to 50%
M••••••• M••••••• G•••••• · Managing Membercontrol
since 11/2018 · owns 25% to 50%

Related persons

Schedule D 7.A

D• R••• I•• L••
n
D• R••• I•• L••
n
D• R•••• L••
n
E••• I•• L••
n
E••• I••• L••
n
E•••• L••
n
M•••••• J• M••••• J••
pooled vehicle sponsory
R• I••••• I• L••
n
R• I••••• I•• C••••••••• L••
n
R• I••••• I•• L•••••••• L••
n
S••• M••••
pooled vehicle sponsory
V••••• F•••• F•••••••• G••••• I•••
real estaten
V••••• F•••• I••••••••• C••••••••• I•••
investment advisernRAUM $3.5B
V••••• F•••• P•••••• M••••••••• I•••
LP sponsorn
V•• I•• L••
pooled vehicle sponsorn
V•• V•••• L••
pooled vehicle sponsorn
V•• X• L••
pooled vehicle sponsorn
V•• X•• L••
pooled vehicle sponsorn
V•• X••• L••
pooled vehicle sponsorn
V•• X•••• L••
pooled vehicle sponsorn
V•• X••• L••
pooled vehicle sponsorn
V••• I•• L••
pooled vehicle sponsorn
V••• I••• L••
pooled vehicle sponsorn
V••• I•• L••
pooled vehicle sponsorn
V•••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 12 to 13
Oct 7, 2025 to Mar 31, 2026
Advisory employees · 7 to 6
Oct 7, 2025 to Mar 31, 2026
BD registered reps · 4 to 3
Oct 7, 2025 to Mar 31, 2026
Pooled vehicle clients · 12 to 13
Oct 7, 2025 to Mar 31, 2026
Assets in custody · $177M to $196M
Oct 7, 2025 to Mar 31, 2026
Employees · 7 to 6
Oct 7, 2025 to Mar 31, 2026
Private funds · 12 to 13
Oct 7, 2025 to Mar 31, 2026
Discretionary RAUM · $177M to $196M
Oct 7, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $177M to $196M
Oct 7, 2025 to Mar 31, 2026
RAUM · $177M to $196M
Oct 7, 2025 to Mar 31, 2026
Financial planning clients · unset to
Mar 20, 2025 to Jul 1, 2025
Accounts · 13 to 12
Jan 16, 2025 to Mar 20, 2025
Pooled vehicle clients · 13 to 12
Jan 16, 2025 to Mar 20, 2025
Assets in custody · $174M to $177M
Jan 16, 2025 to Mar 20, 2025
Private funds · 13 to 12
Jan 16, 2025 to Mar 20, 2025
Discretionary RAUM · $174M to $177M
Jan 16, 2025 to Mar 20, 2025
Pooled vehicle RAUM · $174M to $177M
Jan 16, 2025 to Mar 20, 2025
RAUM · $174M to $177M
Jan 16, 2025 to Mar 20, 2025
Related insurance company · false to true
Jan 16, 2025 to Mar 20, 2025
Accounts · 11 to 13
Jul 6, 2023 to Mar 9, 2024
Advisory employees · 6 to 7
Jul 6, 2023 to Mar 9, 2024
Pooled vehicle clients · 11 to 13
Jul 6, 2023 to Mar 9, 2024
Assets in custody · $154M to $174M
Jul 6, 2023 to Mar 9, 2024
Employees · 6 to 7
Jul 6, 2023 to Mar 9, 2024
Private funds · 11 to 13
Jul 6, 2023 to Mar 9, 2024
Discretionary RAUM · $153M to $174M
Jul 6, 2023 to Mar 9, 2024
Pooled vehicle RAUM · $153M to $174M
Jul 6, 2023 to Mar 9, 2024
RAUM · $153M to $174M
Jul 6, 2023 to Mar 9, 2024
HQ city · BERWYN to AUDUBON
Mar 30, 2023 to Jul 6, 2023
Accounts · 13 to 11
Jan 20, 2023 to Mar 30, 2023
Advisory employees · 7 to 6
Jan 20, 2023 to Mar 30, 2023
BD registered reps · 5 to 4
Jan 20, 2023 to Mar 30, 2023
Pooled vehicle clients · 13 to 11
Jan 20, 2023 to Mar 30, 2023
Assets in custody · $158M to $154M
Jan 20, 2023 to Mar 30, 2023
Employees · 7 to 6
Jan 20, 2023 to Mar 30, 2023
Private funds · 13 to 11
Jan 20, 2023 to Mar 30, 2023
Discretionary RAUM · $158M to $153M
Jan 20, 2023 to Mar 30, 2023
Pooled vehicle RAUM · $158M to $153M
Jan 20, 2023 to Mar 30, 2023
RAUM · $158M to $153M
Jan 20, 2023 to Mar 30, 2023
Assets in custody · $130M to $158M
Jun 25, 2021 to Mar 21, 2022

Signals

5 dated events

D••••• G•••••• (Chief Compliance Officer) appeared on Schedule A of V••• A••••••• L••
Jan 20, 2023 · Control person joined · fact
J•••••• M•••••• (Chief Compliance Officer) no longer on Schedule A of V••• A••••••• L•• (listed 2022-03-21, absent 2023-01-20)
Jan 20, 2023 · Control person left · inference
M•••••• C•••••••• (Managing Director, President, Managing Member) appeared on Schedule A of V••• A••••••• L••
Mar 26, 2020 · Control person joined · fact
R•••••••• H••••••• (Chief Investment Strategist, Managing Member) no longer on Schedule A of V••• A••••••• L•• (listed 2019-11-13, absent 2020-03-26)
Mar 26, 2020 · Control person left · inference
V••• A••••••• L•• filed its initial SEC registration (Form ADV)
Dec 27, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

V••• A••••••• L•• · Independent Sponsors
shared crd · capital_provider
V••• A••••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/valley-forge-financial-groupreportedpublic record, Form ADV, Sep 18, 2026
Website: VFFG.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 610-783-6650reportedpublic record, Form ADV, Aug 28, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

V••• A••••••• L•• is the same institution as 1 record in Real Estate Funds.

Real 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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