News & updates
from PVI.

Pine Valley Investments begins 2026 managing $2.65 billion in assets under management across more than 1,800 client relationships. This growth reflects the continued trust of our clients and the expanding strength of our advisor team — now 40+ professionals strong.

We are proud to announce that Pine Valley Investments has been recognized by USA Today as one of the Best Financial Advisory Firms of 2025. This recognition is based on peer and client recommendations and AUM growth, in cooperation with Statista.

PVI is pleased to announce the launch of the Magarian Fund, LP — our first long-only domestic equity hedge fund. Led by Senior Portfolio Manager Mark Magarian, the fund is now open to qualified investors.

We are proud to share that Pine Valley Investments has surpassed $2 billion in assets under management — a milestone that reflects the trust our clients place in us and the dedication of our entire team.

Pine Valley Investments launched its first proprietary fund, PV Opportunity Fund Series I, expanding our suite of institutional-quality investment vehicles available to clients.