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Fund Manager

Valley Forge Financial Group

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VG
Valley Forge Financial Group

Fund Manager

Primary Strategy: Multi-Strategy

Year Founded: 1967

Number of Employees: 37

Ownership: Privately Held

Year End: December

Description

Valley Forge Financial Group offers comprehensive financial guidance to individuals, families, and privately held businesses, focusing on Wealth Transfer, Estate Planning, Investment Guidance, Life Insurance, Pension Services, Private Equity, and Family Office Services. They aim to exceed expectations with ethical conduct, helping clients manage and preserve wealth.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/valley-forge-financial-group

Address

2500 Monroe Blvd., Suite 100, Audubon, Pennsylvania, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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