# Valpey Financial Services

Valpey Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://valpeyfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/valpey-financial-services-llc

## Regulatory record

- **CRD number:** 154154
- **SEC file number:** 801-118576
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154154

## About

VALPEY FINANCIAL SERVICES LLC is an SEC-registered investment adviser in CONCORD, NH, registered since 2020. The firm manages $226 million in assets, with $212 million on a discretionary basis. It has 4 employees and 1 investment adviser.

## Questions

### What investment stages does Valpey Financial Services typically target?

There is no public information about Valpey Financial Services' target investment stages, asset classes, or geographic preferences. The firm's advisory activities are not documented in industry databases or news sources.

### Does Valpey Financial Services participate in fund commitments or only direct deals?

The firm's investment approach is not publicly described. No reports of fund commitments, direct investments, or co-investments have been found in available sources.

### Which sectors does Valpey Financial Services explicitly avoid?

Valpey Financial Services has not published any sector exclusions or investment restrictions in accessible public materials.

## Related profiles

- [DWV Advisors](https://altss.com/profile/dwv-advisors-llc)
- [Trian Fund Management, L.P.](https://altss.com/profile/trian-fund-management-lp)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/valpey-financial-services-llc

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