VALLEY INVESTMENT MANAGEMENT, LLC

CRD 166546

37 GRAHAM STREET, SUITE 218, SAN FRANCISCO, CA, 94129, United States

Phone

415-539-5813

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$29.6M

Discretionary AUM

$29.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	3	$29.6M

Official SEC filing: View on IAPD