Malvern Capital Management

$258.1MAssets under management
as of Feb 2026 · SEC Form ADV
Malvern, PA
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Tech stack

No one at Malvern Capital Management has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Malvern Capital Management's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $195M held · filed Sep 2024
Hand Benefit & Trust Company
Per Form ADV · $24M held · filed Sep 2024
TIAA
Per Form ADV · $4M held · filed Sep 2024