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PINE VALLEY CAPITAL PARTNERS LLC
CRD 330556File 801-130818
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$869.6M
Above cohort median (national)
Discretionary AUM
$644.1M
Non-discretionary $225.5M
Clients
9
12 accounts
Employees
10
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 15, 2024
- Principal office
- 401 S 1ST STREET, SUITE 750, AUSTIN, TX, 78704
- Phone
- 737-497-3710
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $869.6M
- Discretionary AUM
- $644.1M
- Non-discretionary AUM
- $225.5M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 4
- Total accounts
- 12
- AUM per client
- $96.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $69.4M |
| Pooled investment vehicles | 8 | $644.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 12 | 9 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.