# PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY

PINE VALLEY INVESTMENTS LIMITED LIABILITY COMPANY of MARLTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 173995
- Type: SEC-registered investment adviser
- SEC file number: 801-80742
- Location: 10 E. STOW RD., SUITE 200, MARLTON, NJ, 08053
- Phone: 856-334-8260
- Latest filing: 2026-03-30
- Regulatory AUM: $2.7B
- Discretionary AUM: $2.7B
- Clients: 37
- Accounts: 5,785

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Harry Edward Morad | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| Joseph Brian Duncan | MEMBER; OWNER | — |
| Natalie Solomon | PARTNER | — |
| Howard Solomon | PARTNER | — |
| Max Louis Schatzow | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG ANDY JOHN | CHIEF COMPLIANCE OFFICER | — |
| DUNCAN DOUGLAS BRIAN | OWNER | — |
| SOLOMON HOWARD | PARTNER | — |
| MORAD HARRY EDWARD | MANAGING MEMBER; MANAGING MEMBER & CCO; MANAGING PARTNER & CCO | — |
| SOLOMON NATALIE | PARTNER | — |
| DUNCAN JOSEPH B | OWNER | — |
| SOLOMON JARED | SILENT OWNER | — |
| SOLOMON JARED BRETT | SILENT OWNER | — |
| MODICA MICHAEL RYAN | PARTNER | — |
| Michael Ryan Modica | MEMBER (01/2025) & CHIEF FINANCIAL OFFICER | — |
| Nicholas Lampone | MEMBER (01/2025)  AND CHIEF STRATEGY OFFICER | — |
| Christopher J O'Neill | MEMBER (01/2025) AND CHIEF INVESTMENT OFFICER | — |


## Private funds (2)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MAGARIAN FUND, LP | Hedge Fund | Delaware | 98 | $69.6M | $100K |
| PV OPPORTUNITY FUND, SERIES I, LLC | Hedge Fund | Delaware | 83 | $54.5M | $100K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 856-334-8260 |
| — | — | 1 | 856-334-8260 |


## Fund service providers (2)

- administrator: FINANCIALS SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES
- administrator: REPOOL

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173995/similar
- Related entities: https://search.stillhousedata.com/firm/173995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173995

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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.