Voleon Capital Management LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
- Cash & Cash Equivalents1%
Owners & executives
3 of 6Michael Kharitonov
Co-ceoCRD 2303350
Stephen Terry
Chief Financial OfficerCRD 2828017
Julianne Dixon
Chief Compliance OfficerCRD 2529705
Contacts
2 of 2
Steven Schraibman
General CounselCRD 4479034

Jeremy Rosenblatt
Managing DirectorCRD 6774199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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