Managing Director, President, Managing Member · Vfpe Advisors LLC
Michael G. Mallick
CRD 5713517 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Vfpe Advisors LLC, an SEC-registered private fund adviser based in Audubon, PA with $196 million in regulatory assets, lists Michael G. Mallick on its Form ADV as Managing Director, President, Managing Member, a control person. The SEC filings also name Michael at 1 other registered adviser.
Firms and roles
- Vfpe Advisors LLCManaging Director, President, Managing MemberPrivate fund adviser · Audubon, PA · $196M in regulatory assets
- Valley Forge Investment Consultants, Inc.SecretaryAsset manager · Audubon, PA · $3.5B in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael J. MaherManaging Member, Vfpe Advisors LLC
- Sean MaherManaging Member, Vfpe Advisors LLC
- Patrick M. LannonChief Compliance Officer, Vfpe Advisors LLC
- Stephen T. MumfordManaging Director, Valley Forge Investment Consultants, Inc.
- Trina B. HannaTreasurer, Valley Forge Investment Consultants, Inc.
1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.