Volt Investment Holdings LLC
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Overview
Volt Investment Holdings LLC operates as a financial advisory firm based in Brooklyn, New York. Volt Investment Holdings LLC controls $719.4 million in assets under management across 25 client accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). Volt Investment Holdings LLC has a small group, including 5 financial advisors. Volt Investment Holdings LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like equities, options and bonds.
Volt Investment Holdings LLC manages none of its client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring the customer's approval. The firm also oversees 25 non-discretionary accounts totaling $719.4 million in AUM. The firm supervises an average of $28.8 million for each customer account. The average advisor at Volt Investment Holdings LLC oversees around five client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's main office is at 55 Prospect Street, Brooklyn, New York 11201. The firm is legally registered to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Volt Investment Holdings LLC by the Numbers
$719.4 million
5
25
$28.8 million
Fee Structure
A financial advisor's fees typically are based on which services are offered. Fees billed by the firm most likely include the following fee structures: asset-based or performance-based. Volt Investment Holdings LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its 25 accounts, Volt Investment Holdings LLC's largest client is pooled investment vehicles. About 26% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Volt Investment Holdings LLC does not have any disclosures.
Please visit its Form ADV for more details.
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