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Stephen Terry

Chief Financial Officer at Voleon Capital Management

Officer record from the firm’s Form ADVForm ADV filed 10 July 2026

Stephen Terry is Chief Financial Officer of Voleon Capital Management LP, a Berkeley investment adviser.

Role at Voleon Capital Management

Title on Schedule A
Chief Financial Officer
Control
Stephen Terry is a control person of Voleon Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Stephen Terry has held the filed role since April 2024.

The firm

Voleon Capital Management LP
Berkeley, CA

Form ADV filed 10 July 2026

$29.4B AUM22 clients28 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Stephen Terry is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Stephen Terry
CRD
2828017
Firm
Voleon Capital Management LP
Record basis
Form ADV officer listing
Firm bio
voleon.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Stephen Terry is Voleon’s Chief Financial Officer. His prior roles include Goldman Sachs and Early Growth Financial Services. Official firm biography/team page

Education

Credentials and memberships

Common questions

Where does Stephen Terry work?

Stephen Terry has been Chief Financial Officer of Voleon Capital Management LP since April 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 July 2026

Leadership at Voleon Capital Management

Sources

  1. IAPD individual lookup, CRD 2828017. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Voleon Capital Management LP, filed 10 July 2026. Title, control and ownership bands.
  3. Voleon Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Stephen Terry or Voleon Capital Management LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.