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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
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.