Voleon Capital Management LP
Berkeley, CA·SEC-registered · CRD #147443
Voleon Capital Management LP is an SEC-registered investment advisory firm in Berkeley, CA managing $29B across 23 client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$29B
Client accounts
23
Advisory staff
28
Fee model
Fee-only
How Voleon Capital Management LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Voleon Capital Management LP
How much does Voleon Capital Management LP manage?
Per its most recent SEC Form ADV filing (05/22/2026), Voleon Capital Management LP reports $29B in regulatory assets under management across roughly 23 client accounts.
How does Voleon Capital Management LP charge?
Voleon Capital Management LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Voleon Capital Management LP a fiduciary?
Yes. Voleon Capital Management LP is registered with the U.S. Securities and Exchange Commission (CRD #147443), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Voleon Capital Management LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Voleon Capital Management LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Voleon Capital Management LP's public SEC Form ADV filing (CRD #147443, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Voleon Capital Management LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Voleon Capital Management LP? Claim this profile.