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PINE VALLEY CAPITAL PARTNERS LLC

CRD 330556 · SEC 801-130818

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401 S 1ST STREET, SUITE 750, AUSTIN, TX, 78704, United States

Phone

737-497-3710

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$869.6M

Discretionary AUM

$644.1M

Team

10 total employees; 10 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles8$644.1M
Charitable organizations1$69.4M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD