This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.89 institutional_share=0.11 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$29BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$29B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

158

Advisory employees

28

Offices

3Schedule D 1.F, beyond the principal office

Accounts

23

Individual clients

0

High net worth clients

0

Private funds

17Schedule D 7.B(1)

Custody, client assets

$0

SEC number

801-78633

CIK

1479847

CRD

147443

Filings on the tape

52

First filed

Feb 14, 2012

Latest filed

Jul 10, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 31, 2026
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $29.4B, up 80% from $16.4B (2025-11-21 to 2026-03-31)

  Form ADVobserved 6 days ago
  $13.0B
• Occurred

  May 1, 2025
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $16.4B, up 75% from $9.3B (2025-02-24 to 2025-05-01)

  Form ADVobserved 6 days ago
  $7.0B
• Occurred

  May 1, 2024
  Control person left

  Phil Kenneth Jones (Chief Financial Officer) no longer on Schedule A of Voleon Capital Management Lp (listed 2024-03-30, absent 2024-05-01)

  Form ADVobserved 6 days ago
• Occurred

  May 1, 2024
  Control person joined

  Michael Stephen Terry (Chief Financial Officer) appeared on Schedule A of Voleon Capital Management Lp

  Form ADVobserved 6 days ago
• Occurred

  Mar 31, 2023
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $7.6B, up 26% from $6.1B (2022-12-09 to 2023-03-31)

  Form ADVobserved 6 days ago
  $1.6B
• Occurred

  Jul 1, 2022
  Control person joined

  Faye Mcgrath (Chief Compliance Officer) appeared on Schedule A of Voleon Capital Management Lp

  Form ADVobserved 6 days ago
• Occurred

  Jul 1, 2022
  Control person left

  Percy George Chang (General Counsel And Chief Compliance Officer) no longer on Schedule A of Voleon Capital Management Lp (listed 2022-06-29, absent 2022-07-01)

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2020
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $8.7B, up 129% from $3.8B (2020-02-26 to 2020-03-30)

  Form ADVobserved 6 days ago
  $4.9B
• Occurred

  Mar 29, 2019
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $3.8B, up 83% from $2.1B (2018-10-30 to 2019-03-29)

  Form ADVobserved 6 days ago
  $1.7B
• Occurred

  Mar 30, 2018
  Regulatory AUM changed

  Voleon Capital Management Lp reported RAUM $2.1B, up 32% from $1.6B (2018-02-16 to 2018-03-30)

  Form ADVobserved 6 days ago
  $509M
• Occurred

  Sep 24, 2013
  First Form ADV filing

  Voleon Capital Management Lp filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f594f9f3-0ef7-3107-ca5e-2b4799d6b58d

First observed

Feb 14, 2012

Last observed

Jul 10, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.