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VALENCE8
Legal name: VALENCE8 US LP
CRD 317389File 801-122837
APPROVED
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $15.2M
Clients
8
12 accounts
Employees
8
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 9, 2021
- Principal office
- ONE BROADWAY, 14TH FLOOR, CAMBRIDGE, MA, 02142
- Phone
- 508-281-9208
- Website
- https://www.valance8.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $15.2M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 4
- Total accounts
- 12
- AUM per client
- $235.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $2.0M |
| Pooled investment vehicles | 8 | $1.87B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 6 | 8 | increased by2 |
| Apr 1, 2026 | AUM | $1,402,242,456 | $1,881,657,504 | increased by$479,415,048 |
| Apr 1, 2026 | Accounts | 11 | 12 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,400,561,390 | $1,402,242,456 | increased by$1,681,066 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 7 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3 | 6 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $312,700,000 | $1,400,561,390 | increased by$1,087,861,390 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3 | 11 | increased by8 |
| Apr 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | Employees | 1 | 3 | increased by2 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | AUM | $0 | $312,700,000 | increased by$312,700,000 |
| Apr 1, 2022 | Accounts | 0 | 3 | increased by3 |
| Jan 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALENCE8” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALENCE8” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.