VOLT EQUITY LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 310402
- Registered since
- October 22, 2020
- Website
- voltinvestmentholdings.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Volt Equity LLC operates as a limited liability company and is primarily engaged in portfolio management for investment companies. Established in 2020, the firm caters to an institutional client base and utilizes a fee structure based on a percentage of assets under management. While the firm is not classified under any specific category and does not actively engage in ESG investing, it does participate in the financial services industry as a salesperson of other financial products. The firm's activities are complemented by affiliations with a law firm, indicating a potential focus on legal and regulatory aspects of investment management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3James Hong
Chief Operating OfficerCRD 7369285
Tad Park
CEO & FounderCRD 7292098
Jay Park
Chief Compliance OfficerCRD 7292092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 2193 Fillmore St
- Time zone
- PT (UTC-8)
- Office locations
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