Pine Valley Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marlton, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $2.7B in regulatory assets under management, 37 employees, 1 office, and 5,785 accounts.
Assets Under Management
$2.7B
Employees
37
Offices
1 office
Total Clients
2,113
Primary office
MARLTON, NJ
10 E. STOW RD., SUITE 200, MARLTON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
1,464
2
HNWI
28.7%
606
3
Charitable
1.2%
25
4
Pension Plans
0.8%
16
5
Pooled Investment Vehicles
0.1%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 30, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.7B
Total Accounts5,785
10Y AUM Change+$2.5B (+1307.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee57:1
10Y Employee Change+31 (+516.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.