Updated:Aug 11, 2026

Valley View Consulting

Valley View Consulting, L.L.C. provides investment management and consulting services to assist clients in achieving their investment objectives.

Valley View Consulting

Valley View Consulting, L.L.C. provides investment management and consulting services to assist clients in achieving their investment objectives. The firm focuses on public funds and government portfolio management, offering cash and investment management with dedicated client service. It specializes in investment advisory, cash management, depository banking services, investment policies and procedures, and strategy development for public entities such as cities, towns, colleges, counties, and school districts.

Website

valleyviewconsultingllc.com

General information

Firm type

RIA

Year founded

1998

Location

Country

United States

City

Huddleston

Principals

Richard G. Long

Jr., Manager

Emily A. Upshaw

CPA

Jamie D. Hobbs

CPA

Ben F. Day

Tim D. Pinon

Orlando A. Saenz

M. Teresa Mendoza

Oscar Gomez

Adam R. Ringgenberg

Julie S. Gerhardt

Linda D. Wertz (retired with limited availability)

Susan K. Anderson (retired with limited availability)

Thomas H. Ross (retired with limited availability)

Sector focus

Public funds / government portfolio management

Does the firm still make new investments, or is it solely managing the estate?

Since Paul Allen's death, the estate has focused primarily on existing portfolio management and the gradual sale of concentrated holdings, though some venture and real estate activity continues opportunistically. The dual mandate—preserving value for eventual charitable distribution while maintaining an active investment posture on enduring interests—is a defining tension of the current structure.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.