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VOLEON CAPITAL MANAGEMENT LP

1919 Shattuck Avenue
Floors 6-7
Berkeley, California 94704-1033
Tel: 341-333-2059

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About VOLEON CAPITAL MANAGEMENT LP

VOLEON CAPITAL MANAGEMENT LP, formally registered with the SEC as VOLEON CAPITAL MANAGEMENT LP. The firm was established in 09/27/2013. They have over 1 offices throughout the country.

VOLEON CAPITAL MANAGEMENT LP is a Berkeley, California based Financial Planning firm with nearly $9,333,493,829 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 77 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147443
SEC#801-78633
Assets Managed by Firm$9,333,493,829
No. of Clients17
No. of Advisors77

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (REIMBURSEMENT OF CERTAIN EXPENSES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$9,333,493,829

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