Volt Equity LLC

RIASEC RegisteredEst. 2020
Total AUM
$10.3M
Discretionary
$0
0% of AUM
Avg account
$10.3M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
San Francisco, California
CRD number
310402
Registered since
October 22, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Volt Equity LLC is a small, SEC-registered institutional RIA that serves institutional clients and focuses on portfolio management for investment companies. The firm operates as a limited liability company and markets services through a fee arrangement charged as a percentage of assets under management. Its business activities include acting as a salesperson for other financial products. Volt Equity is owned by an individual and does not describe itself as an active ESG investor or a capital allocator. It is not registered as a multi-state adviser, does not provide pension consulting, and is not listed as a related adviser. The firm also notes an industry affiliation with a law firm.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • James Hong

    Chief Operating OfficerCRD 7369285

  • Tad Park

    Tad Park

    CEO & FounderCRD 7292098

  • Jay Park

    Jay Park

    Chief Compliance OfficerCRD 7292092

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

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

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
2193 Fillmore St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth