# Value Monitoring Value Monitoring is a Bank / Wealth / Trust based in Menlo Park, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Menlo Park, United States - **Region:** North America - **Address:** Menlo Park, CA, United States - **Founded:** 1988 - **Assets under management:** Undisclosed - **Website:** valuemonitoring.com - **LinkedIn:** https://www.linkedin.com/company/value-monitoring ## Regulatory record - **CRD number:** 106056 - **SEC file number:** 801-106582 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106056 ## About Ronald R. Peyton, a former senior consultant at Callan Associates, started Value Monitoring in 1988 to provide investment consulting and fiduciary advisory services from Menlo Park, California. The firm's founding identity was tied to performance analytics and manager search — functions that had traditionally been bundled into brokerage commission structures on Wall Street. By structuring as a registered investment advisor, Value Monitoring aimed to charge fees directly for objective advice, a model that was still nascent at the time. The firm advises both individual and institutional clients, though public detail on its current strategy is sparse. Historically, its consulting services have encompassed asset allocation studies, investment policy development, manager due diligence, and ongoing performance monitoring across public equity, fixed income, and alternative asset classes. Client engagements typically targeted endowments, foundations, and high-net-worth families seeking a fiduciary standard unbundled from product sales — a posture that places the firm closer to institutional consulting than to a traditional wealth manager. The firm's geographic footprint has historically been concentrated in the Bay Area and broader Western United States. Value Monitoring operates with a lean profile; detailed headcount and total assets under advisement are not publicly disclosed. Daniel P. Coelho serves as President and CEO, succeeding Peyton in day-to-day leadership. The firm has maintained a low public profile, with its Form ADV filings representing the primary window into its advisory business. The firm's structural differentiator is its longevity as an independent, fee-only RIA founded before the RIA model gained widespread traction. Unlike many wealth managers that evolved from brokerage or trust-company roots, Value Monitoring was purpose-built as a consulting firm, which historically positioned it to serve as an outsourced CIO for clients needing objective manager evaluation — a role that commoditized performance reporting tools have since altered but not eliminated. ## People - Ronald R. Peyton — Founder, Chairman - Daniel P. Coelho — President, CEO ## Questions ### How does Value Monitoring differ from a traditional wealth manager? Value Monitoring was founded as an investment consulting firm, not a brokerage or trust company. Its services center on manager selection, performance evaluation, and fiduciary advisory — functions traditionally paid through commission on Wall Street but which the firm delivers under a fee-only RIA structure. This model historically appealed to endowments and families who wanted an advisor whose compensation did not depend on product sales. ### What asset classes does the firm consult on? Public records indicate the firm's consulting engagements have historically covered public equities, fixed income, and alternative investments — with work concentrated in manager due diligence, investment policy development, and performance attribution. The firm has not published a current target asset allocation or listed specific private-market commitments. ### Does Value Monitoring manage assets directly or only advise? Value Monitoring is structured as a registered investment advisor that provides non-discretionary and discretionary advisory services. Its core business is advisory consulting — evaluating external managers and monitoring client portfolios — rather than managing proprietary pooled investment vehicles. The exact balance between discretionary management and advisory-only mandates is not detailed in public filings. ### What types of clients does the firm serve? The firm's Form ADV filings indicate services to individuals, high-net-worth individuals, and businesses. Historically, its consulting model resonated with small endowments, foundations, and families in the Bay Area seeking an institutional-grade manager search process without the conflicts of commission-based advice. ## Related profiles - [Value Invest](https://altss.com/profile/value-invest) - [Value Partners Investments](https://altss.com/profile/value-partners-investments) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/value-monitoring Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology