Valley Forge Financial Group

Evidence PackPROIndependent

Real EstateWEST CONSHOHOCKEN, PA, US Website

AUM

$26M

Ownership

independent

Stakeability

39 / VERY LOW

Priority

Tier

Employees

SEC RegisteredFund PerformanceBDC ExposureTeam DataRegulatory

Coverage

42%

Adaptive profile: standard

Signals present

5/12

SEC / ADVFund Performance(3)BDC Exposure(8)13F Holders(0)Team(30)ILS Deals(0)Regulatory(1)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

39 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

116574

SEC File Number

801-61553

Registration Type

Registered

Filing Date

Jul 8, 2025

Employee Count

N/A

Discretionary AUM

$3.3B

Private Funds

PE Funds

N/A

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$86.6M

Source: SEC IAPD