VOLUMETRIC ADVISERS
VOLUMETRIC ADVISERS INC Legal Name
Adviser information for VOLUMETRIC ADVISERS last updated from Form ADV on February 15th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 1 | $37.3M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $37.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $37.3M |
| 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 | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Principal Office
87 VIOLET DRIVEPEARL RIVER
NY
United States
Monday - Friday, 9AM TO 5PM
Tel: 845-623-7637, Fax: 845-623-7732
Chief Compliance Officer
JEFFREY GIBS
PRESIDENT
87 VIOLET DRIVE
PEARL RIVER
NY
United States
Tel:
845-623-7637
Fax:
845-623-7732
J*@*************M
(Full email address available in API data)
Regulatory Contact
VINCENT ARSCOTT
VICE PRESIDENT
87 VIOLET DRIVE
PEARL RIVER
NY
United States
Tel:
845-623-7637
Fax:
845-623-7732
I***@*************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 |
|---|---|---|---|---|---|
| AGNES S. GIBS REVOCABLE TRUST | Domestic Entity | – | TRUST, DIRECT OWNER | 11/2021 | > 75% |
| GIBS, JEFFREY, MICHAEL | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECT OWNER | 01/2019 | 10-25% |
| GIBS, AGNES, SUSAN | Individual | – | TREASURER, DIRECT OWNER | 12/1983 | < 5% |