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VALENCE8 US LP
VALENCE8 US LP
VALENCE8
5 registered advisors
·
CRD# 317389
SEC# 801-122837
3
508-281-9208
01
Firm Overview
AUM
$909M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at VALENCE8 US LP
5 registered advisors
Alejandro Goldberg
CAMBRIDGE, Massachusetts
CRD# 7588829
Brendan James Corcoran
CAMBRIDGE, Massachusetts
CRD# 5168027
Colin Pan
CAMBRIDGE, Massachusetts
CRD# 7463536
George Chun-Hung Lai
CAMBRIDGE, Massachusetts
CRD# 4710081
Lawrence Joseph Small
CAMBRIDGE, Massachusetts
CRD# 6021070
05
Office Locations
CAMBRIDGE, Massachusetts
5 advisors
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Data sourced from SEC Form ADV filings. VALENCE8 US LP (CRD# 317389) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.