Clients
Voloridge Investment Management serves 5 clients. The average client has about $7.23 billion with the firm.
- Pooled investment vehicles5 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $36,167,195,305 | 100.0% | $7.23B |
| Total | 5 | $36,167,195,305 | 100% | $7.23B |
- Clients
- 5
- Regulatory AUM
- $36,167,195,305
- Share
- 100.0%
- Avg. per client
- $7.23B
Total
- Clients
- 5
- Regulatory AUM
- $36,167,195,305
- Share
- 100%
- Avg. per client
- $7.23B
What it does
Voloridge Investment Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Voloridge Investment Management advises 5 private funds.
100.0% of assets ($36.17B across 5 accounts) are managed with discretion. 80% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Voloridge Investment Management has custody of $36.17B for 5 clients.
- All other custodians$36.17B100%
Ownership and leadership
Voloridge Holdings, LP owns 75% or more of Voloridge Investment Management, and David Vogel is its CEO.
- Owns 75% or more of Voloridge Investment Management, LLC
Voloridge Holdings, LP
Control person · since October 2023
Voloridge Holdings GP, LLC
General partner · Control person · since October 2023
- Owns 75% or more of Voloridge Holdings GP, LLC
Voloridge R&D Management, LLC
Control person · since October 2023
- Owns 75% or more of Voloridge R&D Management, LLC
DSV-VR, LLC
Control person · since October 2023
- Owns 75% or more of DSV-VR, LLC
David Vogel
Control person · since July 2013
Leadership
- David VogelManager, Chief Executive Officer, and Chief Scientist
- Barry MillerManager and President
- Kimberly JohnsonChief Financial Officer
- Trevor BowesChief Operating Officer
- Kathleen KeatingChief Compliance Officer and Assistant General Counsel
- Howard HaneyChief Technology Officer
- Kevin JacobsChief Investment Officer
- Mark KampGeneral Counsel
- John SteinChief Marketing Officer
- Regan ThompsonChief Administrative Officer
Staff
- 144 employees
- 14 in advisory functions
Reported holdings
Voloridge Investment Management’s reported 13F holdings total $23.51B across 784 positions, and the ten largest make up 12.3% of it.
- $23.51B
- Reported 13F value
- 784
- Positions
- 12.3%
- In the 10 largest
- −5.8%
- Value vs. prior quarter
- Amazon Com Inc.1.7%
- Nvidia Corporation1.4%
- Palantir Technologies Inc. · CL A1.4%
- Alphabet Inc. · Cap Stk CL C1.3%
- Bank OF Amer Corp.1.3%
- Nebius Group N.V. · Shs Class A1.3%
- Pepsico Inc.1.2%
- Marsh & Mclennan Cos Inc.0.9%
- Intuit0.9%
- Texas Instrs Inc.0.9%
Together, the ten largest are 12.3% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $23.51B is not its $36.17B in regulatory assets and does not represent any individual client's portfolio.
Fees
Voloridge Investment Management is paid through a percentage of assets under management and performance-based fees.
Voloridge Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Voloridge Investment Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 115 Front Street, Suite 300, JupiterHQ
Other business names
Voloridge Investment Management has reported 1 other business name to the SEC.
- Voloridge Technologies
Registration details
- Legal name
- Voloridge Investment Management, LLC
- Headquarters
- 115 Front Street, Suite 300, Jupiter, FL 33477
- Phone
- 561-231-5770
- Website
- voloridge.com
- SEC file
- 801-71044
- Structure
- Delaware LLC
- Fiscal year end
- December
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. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Voloridge Investment Management have?
Voloridge Investment Management has 5 clients and manages $36.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Voloridge Investment Management offer?
Voloridge Investment Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Voloridge Investment Management have?
Voloridge Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 144 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Voloridge Investment Management?
Voloridge Investment Management is owned through a chain of holding companies by David Vogel. Its direct owner is Voloridge Holdings, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Voloridge Investment Management get paid?
Voloridge Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file