Voloridge Investment Management, LLC (Jupiter)

Name: Voloridge Investment Management, LLC
Address: 110 Front Street, Jupiter, FL, 33477
Telephone: 5612315770

Voloridge Investment Management, LLC is a large advisory firm based in Jupiter. It manages $3.94 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

Voloridge Investment Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Voloridge Investment Management: assets under management

The assets under management (AUM) of Voloridge Investment Management, LLC is $3.94 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 38519% since the beginning of its operation, and $3.83 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.94 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $984.79 million each.

Voloridge Investment Management has custody of $3.29 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 96% of the total AUM. The second-largest asset type is other assets, which make up 4% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Voloridge Investment Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Voloridge Investment Management serves?

The only and largest group of clients of Voloridge Investment Management is pooled investment vehicles with 3 clients and $3.29 billion of assets under management. Among the 10 most similar advisory firms, Voloridge Investment Management has the 5th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.29 billion for 3 clients. 75% of the firm’s clients are foreign persons or businesses.

Voloridge Investment Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $10,000,000.

Careers at Voloridge Investment Management, LLC

The company employs 53 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Speil Vogel	Managing member, ceo	1 Feb 2009	50% - 75%	5750880
Robert James Waterston	Managing member, chief compliance officer	1 Feb 2009	25% - 50%	5750865
Barry Scott Miller	Managing member - chief compliance officer	1 Oct 2010	Other	2729056
Sean Michael Hayes	Member	1 Oct 2010	Other	5866555
Todd Wayne King	Vp of systems research	1 Aug 2011	Other	6612224
Todd King	Vp of systems research	1 Aug 2011	Other	6612224
Llc Quantitative Investment Management	Member	1 Jun 2012	Other	156869
Sean Michael Hayes	Vp of business development	1 Mar 2014	Other	5866555
Mark Michael Kamp	Chief compliance officer	1 Sep 2016	Other	6707075
Jock Tsungkan Jones	Chief strategy officer	1 Sep 2017	Other	2671492

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jaffray Piers Woodriff	Member of quantitative investment management, llc	1 Jun 2012	75% - 100%	2241855

Based in Jupiter

The principal office where Voloridge Investment Management, LLC performs its advisory services is located at 110 Front Street, Jupiter, FL 33477, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 5612315770 or by fax 800-246-8656. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at voloridge.com and its LinkedIn profile.