Valence8
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Overview
Valence8, a financial advisory firm, is situated at 15A Ellsworth Avenue, Cambridge, Massachusetts, 02139. The firm holds registration in California, Massachusetts, and New York. With $574.6 million in assets under management (AUM), Valence8 falls into the category of a large firm based on AUM.
The firm oversees four accounts, all of which are discretionary. This type of account permits the firm's financial advisors to execute investment transactions on behalf of their clients without prior approval. Valence8 has four financial advisors on staff, with each advisor managing one account.
Valence8 provides several services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm operates with two types of fee structures: asset-based and performance-based.
Valence8 primarily engages with pooled investment vehicles, which also represent the firm's largest client type by accounts. The firm, however, does not engage in a wrap fee program.
To summarize, Valence8 is a financial advisory firm that oversees a large volume of assets and provides several portfolio management services. The firm operates on a discretionary basis and primarily engages with pooled investment vehicles.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Valence8 by the Numbers
$574.6 million
6
4
$143.6 million
Fee Structure
Financial management fees usually are based on which service is offered. However, fees billed by the company may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its four accounts, Valence8's largest client group by number of accounts is pooled investment vehicles. About 81% of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Valence8
Cambridge, MA
Cambridge, MA
Cambridge, MA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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