DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Voloridge
Legal name Voloridge Investment Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Mar 29, 2012 · 46 filings
SEC status approved since Feb 5, 2010
RAUM
$36B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
144
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$36B as of Mar 30, 2026
Mar 29, 2012$41.4M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20120 then
Employees (5.A)144 as of Mar 30, 2026
Apr 1, 20139 then
Private funds5 as of Mar 30, 2026
Mar 29, 20121 then
RAUM -0.3% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $7.2BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $36B, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$36B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $36B for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Equity Trading Master, LP | Hedge Fund | $30B | 4 | Mar 29, 2020 |
| Futures Trading Master, LP | Hedge Fund | $2.0B | 4 | Oct 20, 2021 |
| Vf Master, LP | Hedge Fund | $2.0B | 334 | Aug 29, 2018 |
| Cc Trading Master, LPno longer reported | Hedge Fund | $1.4B | 232 | Mar 29, 2020 |
| Voloridge Aggressive Fund, LPno longer reported | Hedge Fund | $1.3B | 21 | Mar 31, 2014 |
| Voloridge Trading Fund, LPno longer reported | Hedge Fund | $940M | 77 | Mar 29, 2012 |
| Voloridge Global Fund, LP | Hedge Fund | $83.8M | 25 | Oct 27, 2017 |
| Voloridge Global Fund, LPno longer reported | Hedge Fund | $71.4M | 37 | Jun 21, 2012 |
| Vtaf Master, LP | Hedge Fund | $697,140 | 124 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- Steven Howard Haney · Chief Technology Officercontrolsince 06/2024 · owns less than 5%
- Michael Kevin Jacobs · Chief Investment Officercontrolsince 09/2022 · owns less than 5%
- Alexis Kimberly Johnson · Chief Financial Officercontrolsince 12/2020 · owns less than 5%
- Tsungkan Jock Jones · Chief Operating Officercontrolsince 04/2019 · owns less than 5%
- Michael Mark Kamp · General Counsel And Chief Compliance Officercontrolsince 09/2016 · owns less than 5%
- Scott Barry Miller · Manager And Presidentcontrolsince 10/2010 · owns less than 5%
- Paul John Stein · Chief Marketing Officercontrolsince 09/2023 · owns less than 5%
- Noel Regan Thompson · Chief Administrative Officercontrolsince 12/2020 · owns less than 5%
- Spiel David Vogel · Manager, Chief Executive Officer, And Chief Scientistcontrolsince 02/2009 · owns less than 5%
- Spiel David Vogel · Member Of Dsv-Vr, LLC And Trustee Of David S. Vogel Revocable Trustcontrolsince 07/2013 · owns 75% or more of Dsv-Vr, LLC
Entity owners
- Voloridge Holdings, LP · Sole Memberdirect · owns 75% or more
- Dsv-Vr, LLC · Memberindirect · owns 75% or more of Voloridge R&D Management, LLC
- Voloridge R&D Management, LLC · Sole Memberindirect · owns 75% or more of Voloridge Holdings Gp, LLC
- Voloridge Holdings Gp, LLC · General Partnerindirect · owns F of Voloridge Holdings, LP
Related persons
Schedule D 7.A
- Vimpm, LLCbankpooled vehicle sponsorn
- Volo Earth Ventures Management, LLCinvestment advisery
- Voloridge Gp Os, LLCbankpooled vehicle sponsorn
- Voloridge Trading Gp, LLCbankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 19 to 14Nov 7, 2025 to Mar 30, 2026
- Assets in custody · $36B to $36BNov 7, 2025 to Mar 30, 2026
- Employees · 134 to 144Nov 7, 2025 to Mar 30, 2026
- Discretionary RAUM · $36B to $36BNov 7, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $36B to $36BNov 7, 2025 to Mar 30, 2026
- RAUM · $36B to $36BNov 7, 2025 to Mar 30, 2026
- Advisory employees · 21 to 19Jan 29, 2025 to Apr 16, 2025
- Assets in custody · $34B to $36BJan 29, 2025 to Apr 16, 2025
- Employees · 119 to 134Jan 29, 2025 to Apr 16, 2025
- Financial planning clients · unset to Jan 29, 2025 to Apr 16, 2025
- State-registered IARs · 2 to 0Jan 29, 2025 to Apr 16, 2025
- Discretionary RAUM · $34B to $36BJan 29, 2025 to Apr 16, 2025
- Pooled vehicle RAUM · $34B to $36BJan 29, 2025 to Apr 16, 2025
- RAUM · $34B to $36BJan 29, 2025 to Apr 16, 2025
- Accounts · 4 to 5Jan 30, 2024 to Mar 29, 2024
- Pooled vehicle clients · 4 to 5Jan 30, 2024 to Mar 29, 2024
- Assets in custody · $27B to $34BJan 30, 2024 to Mar 29, 2024
- Employees · 112 to 119Jan 30, 2024 to Mar 29, 2024
- Discretionary RAUM · $27B to $34BJan 30, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $27B to $34BJan 30, 2024 to Mar 29, 2024
- RAUM · $27B to $34BJan 30, 2024 to Mar 29, 2024
- Private funds · 4 to 5Jul 31, 2023 to Aug 31, 2023
- Accounts · 5 to 4Nov 1, 2022 to Mar 31, 2023
- Advisory employees · 16 to 21Nov 1, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 4Nov 1, 2022 to Mar 31, 2023
- Assets in custody · $28B to $27BNov 1, 2022 to Mar 31, 2023
- Employees · 98 to 112Nov 1, 2022 to Mar 31, 2023
- Discretionary RAUM · $28B to $27BNov 1, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $28B to $27BNov 1, 2022 to Mar 31, 2023
- RAUM · $28B to $27BNov 1, 2022 to Mar 31, 2023
- Private funds · 5 to 4Mar 30, 2022 to Aug 12, 2022
- Advisory employees · 5 to 16Jan 28, 2022 to Mar 30, 2022
- Advisory activities · 2 to 1Jan 28, 2022 to Mar 30, 2022
- Pooled vehicle clients · 4 to 5Jan 28, 2022 to Mar 30, 2022
- Assets in custody · $20B to $28BJan 28, 2022 to Mar 30, 2022
- Employees · 88 to 98Jan 28, 2022 to Mar 30, 2022
- Discretionary RAUM · $20B to $28BJan 28, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $20B to $28BJan 28, 2022 to Mar 30, 2022
- RAUM · $20B to $28BJan 28, 2022 to Mar 30, 2022
- Private funds · 4 to 5Sep 17, 2021 to Oct 20, 2021
Signals
19 dated events
- David Car (Co-Chief Technology Officer) no longer on Schedule A of Voloridge (listed 2024-03-29, absent 2024-07-02)Jul 2, 2024 · Control person left · inference
- Michael Sean Hayes (Sole Member) no longer on Schedule A of Voloridge (listed 2023-10-23, absent 2024-01-02)Jan 2, 2024 · Control person left · inference
- Wayne Todd King (Sole Member) no longer on Schedule A of Voloridge (listed 2023-10-23, absent 2024-01-02)Jan 2, 2024 · Control person left · inference
- Paul John Stein (Chief Marketing Officer) appeared on Schedule A of VoloridgeSep 29, 2023 · Control person joined · fact
- Michael Kevin Jacobs (Chief Investment Officer) appeared on Schedule A of VoloridgeNov 1, 2022 · Control person joined · fact
- Steven Howard Haney (Co-Chief Technology Officer) appeared on Schedule A of VoloridgeSep 23, 2022 · Control person joined · fact
- Zhonghua Zhang (Co-Chief Investment Officer) no longer on Schedule A of Voloridge (listed 2022-08-12, absent 2022-09-23)Sep 23, 2022 · Control person left · inference
- Allen Daniel Hammack (Co-Chief Investment Officer) no longer on Schedule A of Voloridge (listed 2022-08-12, absent 2022-09-23)Sep 23, 2022 · Control person left · inference
- Voloridge reported RAUM $27.5B, up 35% from $20.4B (2022-01-28 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Wayne Todd King (Sole Member) appeared on Schedule A of VoloridgeJun 10, 2021 · Control person joined · fact
- Voloridge reported RAUM $20.4B, up 102% from $10.1B (2020-03-29 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Wayne Todd King (Vp Of Systems Research) no longer on Schedule A of Voloridge (listed 2020-03-29, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Alexis Kimberly Johnson (Chief Financial Officer) appeared on Schedule A of VoloridgeMar 31, 2021 · Control person joined · fact
- Noel Regan Thompson (Chief Administrative Officer) appeared on Schedule A of VoloridgeMar 31, 2021 · Control person joined · fact
- David Car (Chief Technology Officer) appeared on Schedule A of VoloridgeMar 31, 2021 · Control person joined · fact
- Zhonghua Zhang (Co-Chief Investment Officer) appeared on Schedule A of VoloridgeMar 31, 2021 · Control person joined · fact
- Allen Daniel Hammack (Co-Chief Investment Officer) appeared on Schedule A of VoloridgeMar 31, 2021 · Control person joined · fact
- Voloridge reported RAUM $10.1B, up 156% from $3.9B (2020-01-30 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Voloridge reported RAUM $3.9B, down 32% from $5.8B (2018-08-29 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/voloridge-investment-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- voloridge.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 5612315770reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026