Private fund adviser · Cambridge, MA
Valence8
Valence8 US LP · SEC-registered investment adviser · CRD 317389 · SEC 801-122837
At a glance
Valence8 is an SEC-registered investment adviser based in Cambridge, Massachusetts, with $1.9 billion in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,716th of 4,686 private fund advisers and 3,773rd of 17,210 SEC-registered advisers by assets.
Main office 508-281-9208valance8.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among private fund advisers
- #1,716 of 4,686
- Rank among all SEC RIAs
- #3,773 of 17,210
- Rank in Massachusetts
- #224 of 627
- Clients
- 8
- Accounts
- 12
- Discretionary
- 99% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Brendan J. CorcoranPartner, Chief Compliance Officer
- George C. LaiPartner
- Alejandro GoldbergPartner
- Zhenying WuPartner
Custody and brokerage
Custodian
Valence8’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1.9B | 99% |
| Other | – | $13M | <1% |
| Other investment advisers | – | $2M | <1% |
Private funds
Valence8 reports 8 private funds with $1.7B in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Valence8 reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗valance8.com ↗
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The full record on Valence8
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,874 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Valence8 manage?
Valence8 reports $1.9 billion in regulatory assets under management across 12 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Valence8?
Valence8 is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Valence8’s clients?
By assets, its largest client types are pooled investment vehicles ($1.9 billion, 8 clients); other ($13 million); other investment advisers ($2 million).
Does Valence8 manage private funds?
Yes. It reports 8 private funds with $1.7 billion in gross assets, including hedge funds, private equity funds.
Does Valence8 have any disciplinary history?
Valence8 reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Valence8’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →