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VOLEON CAPITAL MANAGEMENT LP

BERKELEY, CA · CRD 147443 · IAPD ↗ · 510-704-9870

$29.38BRegulatory AUM
28Advisory reps
158Employees
0Clients
0Planning clients
17Private funds
3States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

34
April 2026 — VOLEON CAPITAL MANAGEMENT LP notice-filed in NY, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — VOLEON CAPITAL MANAGEMENT LP added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — VOLEON CAPITAL MANAGEMENT LP reported RAUM up 80% ($16.36B -> $29.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — VOLEON CAPITAL MANAGEMENT LP grew from 18 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — VOLEON CAPITAL MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — VOLEON CAPITAL MANAGEMENT LP reported RAUM up 75% ($9.33B -> $16.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — VOLEON CAPITAL MANAGEMENT LP grew from 13 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — VOLEON CAPITAL MANAGEMENT LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.