Investment adviser · CRD 153898

VALENTINE INVESTMENTS, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed May 21, 2012

Regulatory AUM
$64M
Form ADV · Item 5.F
Client accounts
163
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

8226 DOUGLAS AVE., SUITE 410
DALLAS, TX, 75225, United States

CRD 153898

Filing source

Form ADV 648304 · May 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.