VALLEY INVESTMENT MANAGEMENT, LLC

VALLEY INVESTMENT MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 166546). Regulatory assets under management: $29.6M.

Registration

• CRD: 166546
• Type: Registered investment adviser
• Location: 37 GRAHAM STREET, SAN FRANCISCO, CA, 94129
• Phone: 415-539-5813
• Latest filing: 2026-03-27
• Regulatory AUM: $29.6M
• Discretionary AUM: $29.6M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166546 on SEC IAPD (source of record)
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