Investment adviser · CRD 286219
VOLARIS CAPITAL MANAGEMENT LLC
Investment adviser filing (IA)
SHORT HILLS, NJ, United States · Form ADV filed Jan 29, 2025
- Regulatory AUM
- $229M Form ADV · Item 5.F
- Client accounts
- 17 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $229,200,000 | 100.0% |
Filing source
Form ADV 1932174 · Jan 29, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
830 MORRIS TURNPIKE, OFFICE 464SHORT HILLS, NJ, 07078, United States
CRD 286219
Filing source
Form ADV 1932174 · Jan 29, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.