AdvisorCensus / Financial advisors / Massachusetts / Boston / VALENCE8
VALENCE8 is an SEC-registered investment advisory firm in Cambridge, MA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.
Quick answers
From the filingHow is VALENCE8 compensated?
On its Form ADV (Item 5.E, October 2026), VALENCE8 reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does VALENCE8's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is VALENCE8 located?
VALENCE8's principal office is in Cambridge, MA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is VALENCE8 registered with the SEC or a state?
VALENCE8 is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317389.
How much does VALENCE8 manage?
VALENCE8 reports $1,881,657,504 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (99% discretionary).
How have VALENCE8's assets and staff changed since 2022?
In the Form ADV data for VALENCE8: Regulatory assets under management: $312,700,000 in the October 2022 data and $1,881,657,504 in the October 2026 data, up 502%. Total employees: 3 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does VALENCE8 serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).
Does VALENCE8 report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317389
What changed in VALENCE8's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $1,402,242,456 to $1,881,657,504 (+34%). Changed its office addresses in San Mateo, CA. Registered or notice-filed in DE.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
In general, we charge an annual management fee that can range up to 1.00% per annum based on the value of asset under management at the end of each calendar month, not including assets invested in the Funds, which are billed separately.
As stated in the firm's Form ADV Part 2A brochure dated March 20, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,881,657,504 as of October 2026, filing dated March 20, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- VALENCE8 US LP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 8. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,881,657,504 | 8 | March 20, 2026 |
| October 2025 | $1,400,561,390 | 7 | March 20, 2025 |
| October 2024 | $909,472,824 | 6 | September 11, 2024 |
| October 2023 | $574,571,286 | 6 | September 18, 2023 |
| October 2022 | $312,700,000 | 3 | June 6, 2022 |
Regulatory assets under management: $312,700,000 in the October 2022 data and $1,881,657,504 in the October 2026 data, up 502%.
Total employees: 3 in October 2022 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,402,242,456 to $1,881,657,504 (+34%).
- Changed its office addresses in San Mateo, CA.
- Registered or notice-filed in DE.
- November 2025
- Changed its office addresses in New York, NY.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. VALENCE8 (CRD 317389): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/valence8-cambridge-ma-317389