Malvern Capital Management, LLC
● SEC registered since 2024CRD 292396SEC# 801-131034Malvern, PA
Reg. AUM
$258.1M
Employees
5
Accounts
356
Location
Malvern, PA
Malvern Capital Management, LLC assets under management
Malvern Capital Management, LLC is an SEC-registered investment adviser based in Malvern, PA. The firm has been registered since 2024. It reports $258.1 million in regulatory assets under management and employs 5 people.
Malvern Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Lawrence Olsen Control | Member, President & Chief Investment Officer | 50-75% | 2018 |
| Michael Paul Czajka Control | Chief Executive Officer, Chief Compliance Officer & Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does Malvern Capital Management, LLC manage?
Malvern Capital Management, LLC reports $258.1 million in regulatory assets under management on its Form ADV.
How many employees does Malvern Capital Management, LLC have?
Malvern Capital Management, LLC reports 5 employees.
Where is Malvern Capital Management, LLC located?
Malvern Capital Management, LLC is based in Malvern, PA and has been SEC-registered since 2024.
Does Malvern Capital Management, LLC disclose fund performance?
Malvern Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5 Great Valley Parkway, Suite 226, Malvern, PA 19355 |
| Phone | 610-979-1462 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.1M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$258.1Mregulatory AUM
Discretionary $258.1M