VOLT EQUITY LLC

RIASEC RegisteredEst. 2020
Total AUM
$10.3M
Discretionary
$0
0% of AUM
Avg account
$10.3M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
310402
Registered since
October 22, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Hong

    Chief Operating OfficerCRD 7369285

  • Tad Park

    CEO & FounderCRD 7292098

  • Jay Park

    Chief Compliance OfficerCRD 7292092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth