Voleon Capital Management LP

RIASEC RegisteredEst. 2013
Total AUM
$29.4B
Discretionary
$29.4B
100% of AUM
Avg account
$1.3B
Accounts
23
Employees
158
Advisory reps
8

Firm details

Headquarters
Berkeley, California
CRD number
147443
Registered since
September 27, 2013
Website
voleon.com
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles89.43%
  • Sovereign Wealth Funds10.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Voleon Capital Management LP is a limited partnership organized as a hedge fund that primarily serves institutional clients. The firm is SEC-registered (since 2013) and operates under a fee mix that includes a percentage of assets under management and performance-based fees. Its registered advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions. Voleon is also listed with CPO/CTA business activities and maintains industry roles that include sponsor/GP and managing member responsibilities for pooled vehicles. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%, Cash & Cash Equivalents 1%100%
  • Exchange Traded Equities100%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 6
  • Michael Kharitonov

    Co-ceoCRD 2303350

  • Stephen Terry

    Chief Financial OfficerCRD 2828017

  • Julianne Dixon

    Chief Compliance OfficerCRD 2529705

Unlock 3 more executives

Contacts

2 of 2
  • Steven Schraibman

    Steven Schraibman

    General CounselCRD 4479034

  • Jeremy Rosenblatt

    Jeremy Rosenblatt

    Managing DirectorCRD 6774199

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Berkeley, CA

Alameda

Location

Berkeley, CA

Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
1919 Shattuck Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth