VOLTA ENERGY TECHNOLOGIES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NAPERVILLE, Illinois
CRD number
307947
Registered since
March 24, 2020

Firm profile

FINTRX

Overview

Volta Energy Technologies, LLC is an SEC-registered limited liability company (registration began in 2020) that operates as a sponsor and general partner, serving as managing member for pooled investment vehicles. The firm’s ownership is reported to include domestic entities, foreign entities, and individuals. It is classified as “unclassified” in the snapshot data and is not identified as a capital allocator. The firm does not report itself as an active ESG investor, nor as a multi-state or newly formed adviser; it is also not listed as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

Owners & executives

3 of 4
  • LEWIS STRETCH

    Chief Financial OfficerCRD 3086550

  • Jeffrey Chamberlain

    Chief Executive OfficerCRD 7239548

  • Steven Fritz Jr.

    Chief Investment OfficerCRD 7342952

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Contacts

1 of 1
  • David Schroeder

    Managing PartnerCRD 7239551

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

NAPERVILLE, IL

DU PAGE

Location

NAPERVILLE, IL

Headquartered in NAPERVILLE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
50 S Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth