Volt Equity LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 310402
- Registered since
- October 22, 2020
- Website
- www.voltequity.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3James Hong
Chief Operating OfficerCRD 7369285

Tad Park
CEO & FounderCRD 7292098

Jay Park
Chief Compliance OfficerCRD 7292092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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