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Sudha Kantesaria

VALLEY FORGE CAPITAL MANAGEMENT, LP·MIAMI, Florida
Clean recordVALLEY FORGE CAPITAL MANAGEMENT, LP
2 S BISCAYNE BLVD, MIAMI, FL 33131CRD# 7260302Firm CRD# 162953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sudha Kantesaria · MIAMI, FL
Registration
CRD #7260302 · VALLEY FORGE CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sudha Kantesaria is a registered financial advisor based in MIAMI, Florida, affiliated with VALLEY FORGE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VALLEY FORGE CAPITAL MANAGEMENT, LP
VALLEY FORGE CAPITAL MANAGEMENT
AUM
$3.6B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VALLEY FORGE CAPITAL MANAGEMENT, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7260302
Firm CRD# 162953
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sudha Kantesaria offer?
Sudha Kantesaria specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Sudha Kantesaria's credentials?
Sudha Kantesaria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sudha Kantesaria located?
Sudha Kantesaria is based in MIAMI, Florida, working with VALLEY FORGE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Sudha Kantesaria charge for services?
Sudha Kantesaria's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY FORGE CAPITAL MANAGEMENT, LP?
VALLEY FORGE CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY FORGE CAPITAL MANAGEMENT, LP

Kenneth Eck Kummerer
WAYNE, PA
Steven Gonedes
MIAMI, FL
Vallabhdas Kantesaria
MIAMI, FL

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