top of page

Palm Valley Capital Fund

The Palm Valley Capital Fund Investor Class (ticker: PVCMX) can currently be purchased directly through U.S. Bank Global Fund Services and through the following broker platforms:

Matrix

The Palm Valley Capital Fund Institutional Class (ticker: PVCIX) can currently be purchased by qualifying investors through U.S. Bank Global Fund Services and Fidelity.  We are working to expand distribution. 

 

For direct purchases, you can download account applications from this website here. Once completed, these applications should be mailed to U.S. Bank at the following addresses:

Regular:
Palm Valley Capital Fund
c/o U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701

Overnight:
Palm Valley Capital Fund
c/o U.S. Bank Global Fund Services
615 E. Michigan St., FL3
Milwaukee, WI 53202-5207

For additional information on how to purchase the Palm Valley Capital Fund, please call 888-224-PALM (7256).


The Fund's adviser, Palm Valley Capital Management, is working to make the Fund available for purchase on additional supermarket and broker platforms. If you are an investment adviser and would like to see the Fund available on a specific platform, please contact Palm Valley Capital Management at invest@palmvalleycapital.com or call us at 866-747-3111.

© 2025 by Palm Valley Capital Management

Relationship Summary (Form CRS)

Palm Valley Capital Fund Prospectus

Proxy Votes (Form N-PX)

Privacy Policy

Mutual fund investing involves risk.  Principal loss is possible.  The Palm Valley Capital Fund invests in smaller sized companies, which involve additional risks such as limited liquidity and greater volatility than large capitalization companies.  The ability of the Fund to meet its investment objective may be limited to the extent it holds assets in cash (or cash equivalents) or is otherwise uninvested.

 

The Palm Valley Capital Fund is offered only to United States residents, and information on this web site is intended only for such persons. Nothing on the web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

​

The Palm Valley Capital Fund is distributed by Quasar Distributors, LLC.

​

Availability of Additional Information

The Palm Valley Capital Fund's investment objectives, risks, charges and expenses must be considered carefully before investing.  The prospectus contains this and other important information about the investment company, and it may be obtained by calling 904-747-2345, or clicking here.  Read it carefully before investing.​

​

Show Less
bottom of page