Valence8
Firm details
- Headquarters
- Cambridge, Massachusetts
- CRD number
- 317389
- Registered since
- December 9, 2021
- Website
- www.valence8.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.19%
- Other0.7%
- Other Investment Advisers0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Valence8 operates as a limited partnership registered with the SEC in 2021. The firm functions across hedge fund and private equity strategies and is described as a multifaceted fund manager. Its client base is institutional, and its compensation blends an asset-based fee with performance-linked fees. Valence8 is active as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management services for individuals and small businesses, pooled investment vehicles, and institutional clients. The firm’s ownership structure includes both a domestic entity and an individual owner. Valence8 does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Contacts
3 of 4
Alejandro Goldberg
Co-Founder and PartnerCRD 7588829
Zhenying Wu
PartnerCRD 8173112
George Lai
PartnerCRD 4710081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$409M in ETFs
98%
$403M
0%
$6.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $90.4M | 412,060 | 22.09% |
Location
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 1 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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