Voleon Capital Management LP

RIASEC RegisteredEst. 2013

Total AUM

$29.4B

Discretionary

$29.4B

100% of AUM

Avg account

$1.3B

Accounts

23

Employees

158

Advisory reps

8

Firm details

Headquarters: Berkeley, California
CRD number: 147443
Registered since: September 27, 2013
Website: voleon.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles89.43%
Sovereign Wealth Funds10.57%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Voleon Capital Management LP is a limited partnership that operates as a hedge fund manager for institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or other institutions, and it is active as a commodity pool operator/commodity trading advisor. Its business model includes roles as sponsor, general partner and managing member of pooled vehicles, and the firm charges both asset-based and performance-linked fees. Voleon does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities100%
Cash & Cash Equivalents1%

Owners & executives

3 of 6

Michael Kharitonov
Co-CEOCRD 2303350
Stephen Terry
Chief Financial OfficerCRD 2828017
Julianne Dixon
Chief Compliance OfficerCRD 2529705

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Contacts

2 of 2

Steven Schraibman
General CounselCRD 4479034
Jeremy Rosenblatt
Managing DirectorCRD 6774199

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Berkeley, CA

Alameda

Location

Berkeley, CA

Headquartered in Berkeley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Alameda
Address: 1919 Shattuck Ave
Time zone: PT (UTC-8)
Office locations

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