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 U.S.-based hedge fund organized as a limited partnership and registered with the SEC since 2013. The firm serves primarily institutional clients and operates hedge fund vehicles rather than acting as a capital allocator to outside institutions. Its compensation arrangements include asset-based fees and performance fees. Regulatory and business filings identify Voleon as engaging in CPO/CTA activities and providing portfolio management for pooled investment vehicles and for businesses or institutions. Industry affiliations on record show roles as broker-dealer sponsor, general partner, and managing member of pooled investment vehicles. Voleon does not identify 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 2STEVEN 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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