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Building 2VALENCE8

Map pinCAMBRIDGE, MA
Phone508-281-9208
NotebookSEC #801-122837
Total AUM
$1.9B
Employees
8
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BROADWAY
14TH FLOOR
CAMBRIDGE
MA 02142
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
508-281-9208
Other Offices
2

ReceiptFinancials

Total AUM
$1.9B
Accounts
12
Discretionary
$1.9B
Accounts
8
Non-Discretionary
$15.2M
Accounts
4

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.9B
Investment Advisor Clients
1
AUM
$2M
Other Clients
1
AUM
$13.2M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEMANY

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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