VOLARIS CAPITAL MANAGEMENT LLC
Adviser information for VOLARIS CAPITAL MANAGEMENT LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 44 | $455.1M |
| Non-Discretionary | 0 | $0 |
| Total | 44 | $455.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 44 | $455.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 3 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-108973 |
|---|---|
| SEC ERA File Number | 801-108973 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 286219 |
| Legal Entity Identifier | None |
Principal Office
343 MILLBURN AVENUESUITE 304
MILLBURN
NJ
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 973-379-0600, Fax: 973-706-6730
Chief Compliance Officer
RAVI CHAHIL
COO/CCO
343 MILLBURN AVENUE
SUITE 304
MILLBURN
NJ
United States
Tel:
973 379-0603
Fax:
973 706-6730
R**********@*****************M
(Full email address available in API data)
Regulatory Contact
VIVEK KAPOOR
CEO/CIO
343 MILLBURN AVE.
SUITE 304
MILLBURN
NJ
United States
Tel:
973-379-0600
V***********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KAPOOR, VIVEK | Individual | – | MANAGING MEMBER & CIO | 10/2016 | > 75% |
| CHAHIL, RAVI SINGH | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2017 | < 5% |