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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

GEORGE CHUN-HUNG LAI

Advisor at VALENCE8

CAMBRIDGE, MA | San Mateo, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:195f7255-0f03-94b3-8fdc-fe079e9f9861

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jul 27, 2007 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

George Chun-Hung Lai

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALENCE8
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jul 27, 2007
Dual registered: no
IAPD individual key: 4710081

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Valence8	Asset manager	Jun 13, 2022	n/a	yes	San Mateo, CA\|CAMBRIDGE, MA	Current employment

Relationships

Registered with (1)

→ VALENCE8Registered adviserregistration: current employment
Jun 13, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:195f7255-0f03-94b3-8fdc-fe079e9f9861
First observed: Jul 27, 2007
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GEORGE CHUN-HUNG LAI

Advisor at VALENCE8

CAMBRIDGE, MA | San Mateo, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:195f7255-0f03-94b3-8fdc-fe079e9f9861

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Valence8

Asset manager

Jun 13, 2022

n/a

yes

San Mateo, CA|CAMBRIDGE, MA

Current employment