Overview
Assets Under Management: $229 million
Headquarters: SHORT HILLS, NJ
High-Net-Worth Clients: 17
Average Client Assets: $13 million
Frequently Asked Questions
VOLARIS CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286219), VOLARIS CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
VOLARIS CAPITAL MANAGEMENT LLC is headquartered in SHORT HILLS, NJ.
VOLARIS CAPITAL MANAGEMENT LLC serves 17 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, VOLARIS CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
VOLARIS CAPITAL MANAGEMENT LLC manages $229 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, VOLARIS CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 286219
Last Filing Date: 2025-01-29 00:00:00
Website: https://volariscapital.com