Volterra Technologies LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 306817
- Registered since
- January 3, 2020
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Volterra Technologies LP is a limited partnership that operates as an institutional registered investment adviser and commodity trading entity. The firm acts as a portfolio manager for pooled investment vehicles and is registered as a CPO/CTA. Its client base is institutional; compensation comes from both a percentage-of-assets fee and performance-based fees. Volterra is not positioned as an allocator of external capital and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Joshua Segal
Managing PrincipalCRD 4835802
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$238M in ETFs
100%
$238M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $36.2M | 227,969 | 15.17% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 66 Hudson Blvd E
- Time zone
- ET (UTC-5)
- Office locations
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