Pine Valley Investments Limited Liability Company
● SEC registered since 2015CRD 173995SEC# 801-80742Marlton, NJ
Ranks #1,878 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.67B
Fund GAV
$124M
Private funds
2
Employees
37
Accounts
5,785
Location
Marlton, NJ
Pine Valley Investments Limited Liability Company assets under management
Pine Valley Investments Limited Liability Company is a registered investment adviser overseen by the SEC based in Marlton, NJ. The firm has been registered since 2015. It reports $2.7 billion in regulatory assets under management and employs 37 people. Pine Valley Investments Limited Liability Company manages 2 private funds with combined gross assets of $124 million, including Magarian Fund, LP. By regulatory assets, it ranks 1,878 of 6,004 private fund managers.
Pine Valley Investments Limited Liability Company private funds
2 funds · $124M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Magarian Fund, LP | Hedge | $69.6M | $100K |
| Pv Opportunity Fund, Series I, LLC | Hedge | $54.5M | $100K |
Pine Valley Investments Limited Liability Company owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher J O'Neill | Member (01/2025) And Chief Investment Officer | 5-10% | 2022 |
| Harry Edward Morad Control | Managing Member | 25-50% | 2014 |
| Joseph Brian Duncan Control | Member | 25-50% | 2015 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pine Valley Investments Limited Liability Company manage?
Pine Valley Investments Limited Liability Company reports $2.7 billion in regulatory assets under management on its Form ADV.
How many private funds does Pine Valley Investments Limited Liability Company manage?
Pine Valley Investments Limited Liability Company manages 2 private funds with combined gross assets of $124 million.
How many employees does Pine Valley Investments Limited Liability Company have?
Pine Valley Investments Limited Liability Company reports 37 employees.
Where is Pine Valley Investments Limited Liability Company located?
Pine Valley Investments Limited Liability Company is based in Marlton, NJ and has been SEC-registered since 2015.
Does Pine Valley Investments Limited Liability Company disclose fund performance?
Pine Valley Investments Limited Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 E. Stow Rd., Suite 200, Marlton, NJ 08053 |
| Phone | 856-334-8260 |
| Fax | 856-356-2598 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1975417 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.67B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
AUM vs fund managersTop 31%
Larger than 69% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$2.67Bregulatory AUM
Discretionary $2.67B
Service providers
Auditor
Prime broker
Custodian