1919 Shattuck Avenue
Floors 6-7
Berkeley, California 94704-1033
Tel: 341-333-2059
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147443 |
SEC# | 801-78633 |
Assets Managed by Firm | $9,333,493,829 |
No. of Clients | 17 |
No. of Advisors | 77 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 17 | $9,333,493,829 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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