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VOLARIS CAPITAL MANAGEMENT LLC

SHORT HILLS, NJ · CRD 286219 · IAPD ↗ · volariscapital.com · 973-985-7128

$229.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — VOLARIS CAPITAL MANAGEMENT LLC (SHORT HILLS, NJ) left the SEC roster (was $229.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
February 2025 — VOLARIS CAPITAL MANAGEMENT LLC reported RAUM down 50% ($455.1M -> $229.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
February 2025 — VOLARIS CAPITAL MANAGEMENT LLC moved its main office from MILLBURN, NJ to SHORT HILLS, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
April 2024 — VOLARIS CAPITAL MANAGEMENT LLC reported RAUM down 38% ($736.8M -> $455.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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