Voleon Capital Management Lp (Berkeley)

Voleon Capital Management LP is a large advisory firm based in Berkeley. It manages $3.8 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Connecticut.

Voleon Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Voleon Capital Management: assets under management

The assets under management (AUM) of Voleon Capital Management LP is $3.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 966% since the beginning of its operation, and $3.75 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $3.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $634.03 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Voleon Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

James H. Sterling

James H. Sterling

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James Sterling reports on renewable energy developments, climate policy, ecological conservation, and green tech innovations around the globe.