VALENTINE VENTURES, LLC
CRD #135060 SEC #801-67710 BEND, OR 541-389-4148
SEC Registered
Total AUM
$137.7M
Discretionary
$137.7M
Employees
5
Clients
101
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $137.7M | $137.7M | $0 | 5 | 0 |
| Mar 2020 | $137.7M | $137.7M | $0 | 5 | 0 |
| Mar 2019 | $144.3M | $144.3M | $0 | 5 | 0 |
| Jan 2019 | $142.7M | $142.7M | $0 | 5 | 0 |
| Mar 2018 | $142.7M | $142.7M | $0 | 5 | 0 |
| Sep 2017 | $135.6M | $135.6M | $0 | 5 | 100 |
| Mar 2017 | $118.4M | $118.4M | $0 | 5 | 200 |
| Apr 2016 | $120.6M | $120.6M | $0 | 4 | 200 |
| May 2015 | $133.5M | $133.5M | $0 | 5 | 200 |
| Mar 2015 | $133.5M | $133.5M | $0 | 5 | 200 |
| Mar 2015 | $133.5M | $133.5M | $0 | 5 | 200 |
| Feb 2015 | $128.9M | $128.9M | $0 | 5 | 200 |
| Aug 2014 | $128.9M | $128.9M | $0 | 4 | 200 |
| Aug 2014 | $128.9M | $128.9M | $0 | 4 | 200 |
| Mar 2014 | $128.9M | $128.9M | $0 | 5 | 200 |
| Sep 2013 | $117.6M | $117.6M | $0 | 4 | 200 |
| Apr 2013 | $109M | $109M | $0 | 5 | 200 |
| Jan 2013 | $108.7M | $108.7M | $0 | 6 | 200 |
| Nov 2012 | $108.7M | $108.7M | $0 | 6 | 200 |
| Aug 2012 | $108.7M | $108.7M | $0 | 6 | 200 |
| May 2012 | $108.7M | $108.7M | $0 | 6 | 200 |
| May 2012 | $98.5M | $98.5M | $0 | 6 | 200 |
| Mar 2012 | $98.5M | $98.5M | $0 | 6 | 200 |
| Jul 2011 | $105.3M | $105.3M | $0 | 10 | -- |
| May 2011 | $105.3M | $105.3M | $0 | 10 | -- |
| Mar 2011 | $105.3M | $105.3M | $0 | 10 | -- |
| Mar 2011 | $105.3M | $105.3M | $0 | 10 | -- |
| May 2010 | $98.2M | $98.2M | $0 | 5 | -- |
| May 2010 | $98.2M | $98.2M | $0 | 5 | -- |
| Jan 2010 | $98.2M | $98.2M | $0 | 5 | -- |
| Feb 2009 | $65.6M | $65.6M | $0 | 5 | -- |
| Mar 2008 | $55.3M | $55.3M | $0 | 5 | -- |
| Mar 2007 | $42.7M | $42.7M | $0 | 5 | -- |
| Mar 2007 | $42.7M | $42.7M | $0 | 5 | -- |
DateJun 2020
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$144.3M
Discretionary$144.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2017
Total AUM$118.4M
Discretionary$118.4M
Non-Disc.$0
Employees5
Clients200
DateApr 2016
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees4
Clients200
DateMay 2015
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees5
Clients200
DateAug 2014
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees4
Clients200
DateAug 2014
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees5
Clients200
DateSep 2013
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees5
Clients200
DateJan 2013
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees6
Clients200
DateNov 2012
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees6
Clients200
DateAug 2012
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$98.5M
Discretionary$98.5M
Non-Disc.$0
Employees6
Clients200
DateJul 2011
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$105.3M
Discretionary$105.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$65.6M
Discretionary$65.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees5
Clients--