PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY
Legal name: PINE VALLEY INVESTMENTS
CRD #173995 SEC #801-80742 MARLTON, NJ 856-334-8260
SEC Registered Private Funds
Total AUM
$2.2B
Discretionary
$2.2B
Employees
37
Clients
251
Accounts
5,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.2B | $2.2B | $0 | 37 | 0 |
| Mar 2025 | $2.2B | $2.2B | $0 | 37 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 35 | 20 |
| Mar 2023 | $964.6M | $964.6M | $0 | 27 | 20 |
| Oct 2022 | $1.3B | $1B | $319.2M | 22 | 20 |
| Sep 2022 | $1.3B | $1B | $319.2M | 21 | 20 |
| Mar 2022 | $1.3B | $1B | $319.2M | 21 | 20 |
| Mar 2022 | $1B | $795M | $245.9M | 21 | 0 |
| Oct 2021 | $1B | $795M | $245.9M | 21 | 0 |
| Jul 2021 | $1B | $795M | $245.9M | 21 | 0 |
| Mar 2021 | $1B | $795M | $245.9M | 13 | 0 |
| Mar 2021 | $566.7M | $466.7M | $100M | 13 | 0 |
| Feb 2021 | $566.7M | $466.7M | $100M | 12 | 0 |
| Oct 2020 | $566.7M | $466.7M | $100M | 11 | 0 |
| Jul 2020 | $566.7M | $466.7M | $100M | 10 | 0 |
| Jun 2020 | $566.7M | $466.7M | $100M | 10 | 0 |
| May 2020 | $566.7M | $466.7M | $100M | 10 | 0 |
| Apr 2020 | $566.7M | $466.7M | $100M | 10 | 0 |
| Mar 2020 | $566.7M | $466.7M | $100M | 10 | 0 |
| Aug 2019 | $424M | $424M | $0 | 9 | 0 |
| Apr 2019 | $424M | $424M | $0 | 9 | 0 |
| Apr 2019 | $424M | $424M | $0 | 9 | 0 |
| Mar 2019 | $424M | $424M | $0 | 9 | 0 |
| Mar 2019 | $370M | $370M | $0 | 9 | 0 |
| Oct 2018 | $370M | $370M | $0 | 8 | 0 |
| Oct 2018 | $220M | $180M | $40M | 8 | 0 |
| Oct 2018 | $220M | $180M | $40M | 8 | 0 |
| Oct 2018 | $220M | $180M | $40M | 8 | 0 |
| Sep 2018 | $220M | $180M | $40M | 7 | 0 |
| Jul 2018 | $220M | $180M | $40M | 7 | 0 |
| Jun 2018 | $220M | $180M | $40M | 6 | 0 |
| Apr 2018 | $220M | $180M | $40M | 6 | 0 |
| Mar 2018 | $220M | $180M | $40M | 6 | 0 |
| Feb 2018 | $220M | $180M | $40M | 6 | 0 |
| Dec 2017 | $215M | $180M | $35M | 6 | 25 |
| Dec 2017 | $215M | $180M | $35M | 6 | 25 |
| May 2017 | $190M | $160M | $30M | 6 | 236 |
| May 2017 | $190M | $160M | $30M | 6 | 236 |
| May 2017 | $190M | $160M | $30M | 6 | 236 |
| Apr 2017 | $190M | $160M | $30M | 6 | 236 |
| Mar 2017 | $190M | $160M | $30M | 6 | 236 |
| Sep 2016 | $150M | $125M | $25M | 6 | 108 |
| Sep 2016 | $150M | $125M | $25M | 6 | 108 |
| Apr 2016 | $150M | $125M | $25M | 6 | 108 |
| Jan 2016 | $125M | $105M | $20M | 6 | 108 |
| Nov 2015 | $102M | $73M | $29M | 6 | 26 |
| Sep 2015 | $71M | $53M | $18M | 2 | 26 |
| Jul 2015 | $71M | $53M | $18M | 2 | 26 |
| Jun 2015 | $71M | $53M | $18M | 1 | 26 |
| May 2015 | $71M | $53M | $18M | 1 | 26 |
| Mar 2015 | $0 | $0 | $0 | 1 | 0 |
| Feb 2015 | $0 | $0 | $0 | 1 | 0 |
| Feb 2015 | $0 | $0 | $0 | 1 | 0 |
| Feb 2015 | $0 | $0 | $0 | 1 | 0 |
| Dec 2014 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees35
Clients20
DateMar 2023
Total AUM$964.6M
Discretionary$964.6M
Non-Disc.$0
Employees27
Clients20
DateOct 2022
Total AUM$1.3B
Discretionary$1B
Non-Disc.$319.2M
Employees22
Clients20
DateSep 2022
Total AUM$1.3B
Discretionary$1B
Non-Disc.$319.2M
Employees21
Clients20
DateMar 2022
Total AUM$1.3B
Discretionary$1B
Non-Disc.$319.2M
Employees21
Clients20
DateMar 2022
Total AUM$1B
Discretionary$795M
Non-Disc.$245.9M
Employees21
Clients0
DateOct 2021
Total AUM$1B
Discretionary$795M
Non-Disc.$245.9M
Employees21
Clients0
DateJul 2021
Total AUM$1B
Discretionary$795M
Non-Disc.$245.9M
Employees21
Clients0
DateMar 2021
Total AUM$1B
Discretionary$795M
Non-Disc.$245.9M
Employees13
Clients0
DateMar 2021
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees13
Clients0
DateFeb 2021
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees12
Clients0
DateOct 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees11
Clients0
DateJul 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees10
Clients0
DateJun 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees10
Clients0
DateMay 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees10
Clients0
DateApr 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees10
Clients0
DateMar 2020
Total AUM$566.7M
Discretionary$466.7M
Non-Disc.$100M
Employees10
Clients0
DateAug 2019
Total AUM$424M
Discretionary$424M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$424M
Discretionary$424M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$424M
Discretionary$424M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$424M
Discretionary$424M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees9
Clients0
DateOct 2018
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees8
Clients0
DateOct 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees8
Clients0
DateOct 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees8
Clients0
DateSep 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees7
Clients0
DateJul 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees7
Clients0
DateJun 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees6
Clients0
DateApr 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees6
Clients0
DateMar 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees6
Clients0
DateFeb 2018
Total AUM$220M
Discretionary$180M
Non-Disc.$40M
Employees6
Clients0
DateDec 2017
Total AUM$215M
Discretionary$180M
Non-Disc.$35M
Employees6
Clients25
DateDec 2017
Total AUM$215M
Discretionary$180M
Non-Disc.$35M
Employees6
Clients25
DateMay 2017
Total AUM$190M
Discretionary$160M
Non-Disc.$30M
Employees6
Clients236
DateMay 2017
Total AUM$190M
Discretionary$160M
Non-Disc.$30M
Employees6
Clients236
DateMay 2017
Total AUM$190M
Discretionary$160M
Non-Disc.$30M
Employees6
Clients236
DateApr 2017
Total AUM$190M
Discretionary$160M
Non-Disc.$30M
Employees6
Clients236
DateMar 2017
Total AUM$190M
Discretionary$160M
Non-Disc.$30M
Employees6
Clients236
DateSep 2016
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees6
Clients108
DateSep 2016
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees6
Clients108
DateApr 2016
Total AUM$150M
Discretionary$125M
Non-Disc.$25M
Employees6
Clients108
DateJan 2016
Total AUM$125M
Discretionary$105M
Non-Disc.$20M
Employees6
Clients108
DateNov 2015
Total AUM$102M
Discretionary$73M
Non-Disc.$29M
Employees6
Clients26
DateSep 2015
Total AUM$71M
Discretionary$53M
Non-Disc.$18M
Employees2
Clients26
DateJul 2015
Total AUM$71M
Discretionary$53M
Non-Disc.$18M
Employees2
Clients26
DateJun 2015
Total AUM$71M
Discretionary$53M
Non-Disc.$18M
Employees1
Clients26
DateMay 2015
Total AUM$71M
Discretionary$53M
Non-Disc.$18M
Employees1
Clients26
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0