SourcingSourcing

VALLEY FORGE CAPITAL MANAGEMENT, LP

C32
CRD 162953·SEC 801-110956·MIAMI, FL
AUM
$4.45B
$1B+
Est. Revenue
$44.5M
@ 1% on AUM
Est. EBITDA
$13.3M
@ 30% margin
Est. Deal Value
$106.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VALLEY FORGE CAPITAL MANAGEMENT, LP
CRD
162953
SEC file #
801-110956
EIN
821808095
DBA names
Valley Forge Capital Management

Economics

AUM
$4.45B
AUM band
$1B+
AUM trajectory
'20'26
$294.8M → $4.45B▲ +1409%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
9
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/valley-forge-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KANTESARIA, DEVANG, VALLABHDAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KANTESARIA, DEVANG, VALLABHDAS
DEVANG V KANTESARIA 2022 FAMILY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:valleyforge.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001697868
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001697868-26-000003
Edgar Former Names
Valley Forge Advisors, L.P.
Valley Forge Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing8
Morgan Stanley6
E*trade4
Edgar Addresses
Mailing
2 S BISCAYNE BLVDSUITE 1800MIAMI, FL 33131
Business
2 S BISCAYNE BLVDSUITE 1800MIAMI, FL 33131
Edgar EIN
821808095
Edgar Recent Filings
13F-HR2026-05-15 · 0001697868-26-000003
13F-HR2026-02-17 · 0001697868-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6041126
Trust Company Affiliate
Yes

People (2)

2
KANTESARIA, DEVANG, VALLABHDAS
Direct Owner · 62.5%
6041126
Gonedes, Steven
Executive Officer · 2.5%
7711480