Inactive

George Chun-Hung Lai

CRD 4710081

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Employer firm

Valence8 CRD 317389

$1.88B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Valence8

One Broadway 14Th Floor, Cambridge, MA 02142 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-06-13

CA RA
APPROVED

Since 2022-06-13

Branch Locations

1840 Gateway Dr Suite 400, San Mateo, CA 94404 • United States

One Broadway 14Th Floor, Cambridge, MA 02142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cambridge Associates	Menlo Park	CA	08/2011	03/2017
Cm Capital	Palo Alto	CA	06/2017	03/2021
Steveston Ventures	Belmnt	CA	03/2021	02/2022
Valence8	Cambridge	MA	02/2022	Present

08/2011 → 03/2017

Cambridge Associates

Menlo Park, CA
06/2017 → 03/2021

Cm Capital

Palo Alto, CA
03/2021 → 02/2022

Steveston Ventures

Belmnt, CA
02/2022 → Present

Valence8

Cambridge, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-07-27

S63 Uniform Securities Agent State Law Examination

2007-07-27

Designations

Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA

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