MALVERN CAPITAL MANAGEMENT, LLC
Legal name: MALVERN CAPITAL MANAGEMENT
CRD #292396 SEC #801-131034 MALVERN, PA 610-979-1462
SEC Registered
Total AUM
$225.4M
Discretionary
$225.4M
Employees
5
Clients
10
Accounts
350
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CZAJKA, MICHAEL, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| CZAJKA, MICHAEL, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| CZAJKA, MICHAEL, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| CZAJKA, MICHAEL, PAUL | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING MEMBER | D | Control |
| OLSEN, JAMES, LAWRENCE | I | MEMBER, PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| OLSEN, JAMES, LAWRENCE | I | MEMBER, PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| OLSEN, JAMES, LAWRENCE | I | MEMBER, PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
| OLSEN, JAMES, LAWRENCE | I | MEMBER, PRESIDENT & CHIEF INVESTMENT OFFICER | D | Control |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (4)
FL NJ PA TX
Address
5 GREAT VALLEY PARKWAYSUITE 226
MALVERN, PA 19355
United States
Phone: 610-979-1462