Valence8 offers investment advice to wealthy individuals, family offices, and institutions. They focus on both public and private markets, recommending investments in other funds, co-investments, and direct investments. Valence8 also provides services like asset allocation advice, consolidated reporting, liquidity planning, and family office investment committee membership.
Assets Under Management$1.4B
Clients6
Advisors3
Avg. per Client$230M
Avg. per Advisor$470M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may vary by Client size, complexity and other factors deemed appropriate by the Firm. Valence8 may receive performance based compensation of generally up to 5%, subject to a high-water mark, and relative performance-based compensation of generally up to 10%, payable annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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