Volatility Shares LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 321955
- Registered since
- July 29, 2022
- Website
- www.volatilityshares.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Volatility Shares LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2022. The firm serves institutional clients and charges fees as a percentage of assets under management. Its documented business activities identify it as a CPO/CTA and its advisory work includes portfolio management for investment companies. The firm is not described as a capital allocator, an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. Ownership is recorded as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Charles Lowery
Chief Investment OfficerCRD 5068144
Chang Kim
COO & CCOCRD 6984341

Justin Young
CEO & Co-FounderCRD 5583788
Contacts
2 of 2Barry Pershkow
General CounselCRD 8238833

Stuart Barton
Co-Founder and Board MemberCRD 4816111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2000 Pga Blvd
- Time zone
- ET (UTC-5)
- Office locations
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