Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Valley Forge Capital Management

Valley Forge Capital Management

Private equity with venture activity · probableMiami, FLvalleyforgecapital.comSEC registered investment adviser

Valley Forge Capital Management is an Award-winning Hedge Fund Investment Manager.

registered adviser; venture funds are 0% of 2 private funds

Importance
27
moderate
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
100
high
Research priority
9
low
Identity and regulatory footprint
Headquarters
Miami, FLadviserinfo.sec.gov
Office address
2 S BISCAYNE BLVD, SUITE 1800, Miami, FL, 33131adviserinfo.sec.gov
Business phone
305-210-6000adviserinfo.sec.gov
Website
HTTP://WWW.VALLEYFORGECAPITAL.COM/
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 28, 2024
Private funds reported
2 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$3.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$3.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
6
Owners on Schedule A
Valley Forge Advisors, Inc. (General Partner), NA; Devang V Kantesaria 2022 Family Trust (Limited Partner), C
business email
contact@valleyforgecapital.comvalleyforgecapital.compublished by the subject
business phone
305-210-6000adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
miami
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
4 current, 3 departed
Sudha Kantesaria
Trustee · since Jan 1, 2022
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Vallabhdas Kantesaria
Trustee · since Jan 1, 2022
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Devang Vallabhdas Kantesaria
President · since Jun 1, 2017
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Steven Gonedes
Chief Compliance Officer/Chief Financial Officer · since Feb 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
3 departed (kept with end dates)
  • Cindy Lewis · Chief Compliance Officer · Dec 1, 2020 to Jun 7, 2021 Inference
  • Janet Lois Stott · Chief Compliance Officer · Jun 1, 2017 to Dec 18, 2020 Inference
  • Kenneth Eck Kummerer · Chief Compliance Officer/Chief Financial Officer · Jun 1, 2021 to Mar 21, 2023 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
10 dated events
  1. Mar 21, 2023
    Kenneth Eck Kummerer (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of Valley Forge Capital Management
    Person leftPeopleInferenceKenneth Eck KummererSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Feb 1, 2023
    Steven Gonedes joined Schedule A of Valley Forge Capital Management as Chief Compliance Officer/Chief Financial Officer
    Person joinedPeopleFactSteven GonedesSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jun 7, 2021
    Cindy Lewis (Chief Compliance Officer) no longer on Schedule A of Valley Forge Capital Management
    Person leftPeopleInferenceCindy LewisSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jun 1, 2021
    Kenneth Eck Kummerer joined Schedule A of Valley Forge Capital Management as Chief Compliance Officer
    Person joinedPeopleFactKenneth Eck KummererSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Dec 18, 2020
    Janet Lois Stott (Chief Compliance Officer) no longer on Schedule A of Valley Forge Capital Management
    Person leftPeopleInferenceJanet Lois StottSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Dec 1, 2020
    Cindy Lewis joined Schedule A of Valley Forge Capital Management as Chief Compliance Officer
    Person joinedPeopleFactCindy LewisSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jun 1, 2017
    Janet Lois Stott joined Schedule A of Valley Forge Advisors as Chief Compliance Officer
    Person joinedPeopleFactJanet Lois StottSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Dec 1, 2012
    Sudha Kantesaria joined Schedule A of Valley Forge Capital Management as Trustee
    Person joinedPeopleFactSudha KantesariaSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Dec 1, 2012
    Vallabhdas Kantesaria joined Schedule A of Valley Forge Capital Management as Trustee
    Person joinedPeopleFactVallabhdas KantesariaSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 22, 2012
    Valley Forge Advisors first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 2 private funds
Evidence
38 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-22Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-28Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone305-210-6000Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionValley Forge Capital Management is an Award-winning Hedge Fund Investment Manager.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionValley Forge Capital Management is an Award-winning Hedge Fund Investment Manager.
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees6Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersMiami, FLMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2 S BISCAYNE BLVD, SUITE 1800, Miami, FL, 33131Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported2Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$3.6BMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$3.6BMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographymiami
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographymiami
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.VALLEYFORGECAPITAL.COM/Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleValley Forge Capital Management
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleValley Forge Capital Management
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)