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PINE VALLEY CAPITAL PARTNERS LLC
CRD 330556 · SEC 801-130818
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
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $644.1M |
| Charitable organizations | 1 | $69.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD