# VALENTINE INVESTMENTS, LLC

VALENTINE INVESTMENTS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 153898
- Type: SEC-registered investment adviser
- SEC file number: 801-71468
- Location: 5310 HARVEST HILL ROAD, DALLAS, TX, 75230
- Phone: 214-363-4865
- Latest filing: 2026-03-31
- Regulatory AUM: $30.9M
- Discretionary AUM: $24.6M
- Non-discretionary AUM: $6.3M
- Clients: 2
- Accounts: 96

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brown T Michael | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| VALENTINE BRADFORD JEFFREY | CHIEF COMPLIANCE OFFICERR; MANAGER/CHIEF COMPLIANCE OFFICERR; MANAGING MEMBER/OWNER (+3 more) | — |
| MCALONE DANIEL MARTIN | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153898/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153898/similar
- Related entities: https://search.stillhousedata.com/firm/153898/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153898

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.