Voloridge

RIASEC RegisteredEst. 2010
Total AUM
$36.2B
Discretionary
$36.2B
100% of AUM
Avg account
$7.2B
Accounts
5
Employees
144
Advisory reps
10

Firm details

Headquarters
Jupiter, Florida
CRD number
152869
Registered since
February 5, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Voloridge operates as a Delaware-style limited liability company organized as a hedge fund manager and registered with the SEC since 2010. The firm serves primarily institutional clients and operates with a fee schedule that combines an asset-based charge and performance fees. Voloridge performs portfolio management for pooled investment vehicles and is also classified as a commodity pool operator/commodity trading advisor. It functions as a sponsor, general partner and managing member for pooled vehicles rather than as a capital allocator to third-party managers. The firm is not an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 8
  • Howard Haney

    Howard Haney

    Chief Technology OfficerCRD 7636007

  • Regan Thompson

    Regan Thompson

    Chief Administrative OfficerCRD 7341233

  • Kevin Jacobs

    Kevin Jacobs

    Chief Investment OfficerCRD 5368954

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Contacts

2 of 2
  • Barry Miller

    Barry Miller

    PresidentCRD 2729056

  • Mark Kamp

    Mark Kamp

    General Counsel & CCOCRD 6707075

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

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
115 Front St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth