Voloridge Investment Management Dashboard

Voloridge Investment Management is a fund manager in Jupiter with $10.08B assets under management.

Company profile

Website

www.voloridge.com

Incorporated

Location

Fiscal year end

Industry

SEC CIK

IRS number

264272853

SEC advisor number

801-71044

FINRA CRD number

152869

AUM ?

$10.08B (as of 29 Mar 20)

Accounts

7 (as of 29 Mar 20)

Employees

67 (4 investment advisory or research)

Address

Voloridge Investment Management
110 FRONT STREET
SUITE 400
JUPITER
FL 33477

Office hours

Monday - Friday, 9AM - 5PM

Phone

561-231-5770

Brochures

Disclosure Brochure - March 2020 (28 Mar 20)

Owner	Title	From	%Ownership
Quantitative Investment Management, LLC	Member	06/2012	10-25%
Vogel, David, Speil	Manager, CEO, and Chief Scientist	02/2009	50-75%
Miller, Barry, Scott	Manager and President	10/2010	10-25%
Hayes, Sean, Michael	Manager and VP of Business Development	03/2014	5-10%
Kamp, Mark, Michael	General Counsel and Chief Compliance Officer	09/2016	< 5%
King, Todd, Wayne	VP of Systems Research	08/2011	< 5%
Jones, Jock, Tsungkan	Chief Strategy Officer	09/2017	< 5%

Fund structure	AUM	Fund type
Voloridge Investment Management, LLC	$10.08B
Voloridge CC Fund Master, L.P.		Hedge Fund	Master
Voloridge Sustainability Fund, LP			Feeder
Voloridge Sustainability Fund, LTD			Feeder
Voloridge Sustainability Fund Master, L.P.			Feeder
Voloridge Esg Fund Master, LP		Hedge Fund	Master
Voloridge Sustainability Fund, LP			Feeder
Voloridge Sustainability Fund, LTD			Feeder
Voloridge Sustainability Fund Master LP			Feeder
Voloridge Fund Master LP	$5.35B	Hedge Fund	Master
Voloridge Fund, LP			Feeder
Voloridge Fund, LTD			Feeder
Voloridge Global Fund, LP	$28.92M	Hedge Fund
Voloridge Trading Fund Master, LP	$4.06B	Hedge Fund	Master
Voloridge Trading Aggressive Fund, LP			Feeder
Voloridge Trading Aggressive Fund, LTD			Feeder

Investment data

Data from SEC filings

Regulatory AUM / Assets Under Management

Number of accounts

Number of employees

Top 50 of 1279 long holdings End of quarter 31 Dec 20	Value	#Shares
SPY SPDR S&P 500 Etf TR	$478.32M	1.28M
T At&t Inc	$265.93M	9.25M
MSFT Microsoft Corp	$251.59M	1.13M
VZ Verizon Communications Inc	$163.02M	2.77M
AMZN Amazon Com Inc	$162.48M	49.89K
LMT Lockheed Martin Corp	$156.45M	440.74K
Astrazeneca PLC	$154.26M	3.09M
AMT American Tower Corp New	$136.96M	610.17K
SPGI S&P Global Inc	$122.99M	374.15K
MRNA Moderna Inc	$110.34M	1.06M
CSCO Cisco Sys Inc	$108.81M	2.43M
ZM Zoom Video Communications In	$102.86M	304.92K
TTD the Trade Desk Inc	$101.49M	126.7K
JNJ Johnson & Johnson	$94.87M	602.83K
BRK.A Berkshire Hathaway Inc Del	$83.97M	362.15K
PINS Pinterest Inc	$81.31M	1.23M
ALGN Align Technology Inc	$79.82M	149.38K
CRM Salesforce Com Inc	$76.61M	344.28K
NVDA Nvidia Corporation	$75.8M	145.15K
BAX Baxter Intl Inc	$74.58M	929.42K
BA Boeing Co	$73.9M	345.23K
EBAY Ebay Inc.	$71.84M	1.43M
AAPL Apple Inc	$71.55M	539.23K
AZO Autozone Inc	$69.19M	58.36K
PTON Peloton Interactive Inc	$68.55M	451.83K
NOC Northrop Grumman Corp	$68.27M	224.03K
INTC Intel Corp	$66.81M	1.34M
FTCH Farfetch LTD	$65.11M	1.02M
ZTS Zoetis Inc	$64.94M	392.41K
GLD SPDR Gold TR	$64.15M	359.65K
VRTX Vertex Pharmaceuticals Inc	$61.63M	260.79K
WYNN Wynn Resorts LTD	$59.46M	527.02K
CEI Firstenergy Corp	$58.3M	1.9M
AMGN Amgen Inc	$57.74M	251.14K
APD Air Prods & Chems Inc	$57.1M	208.97K
GD General Dynamics Corp	$53.58M	360.06K
ZS Zscaler Inc	$52.77M	264.23K
GIS General MLS Inc	$52.59M	894.38K
FB Facebook Inc	$51.54M	188.68K
FCX Freeport-mcmoran Inc	$51.5M	1.98M
BSX Boston Scientific Corp	$49.23M	1.37M
BK Bank New York Mellon Corp	$49.08M	1.16M
NFLX Netflix Inc	$48.94M	90.5K
AFL Aflac Inc	$48.36M	1.09M
GOOG Alphabet Inc (CAP STK CL C)	$48.28M	27.56K
GOOG Alphabet Inc (CAP STK CL A)	$48.23M	27.52K
HD Home Depot Inc	$47.79M	179.91K
JKS Jinkosolar HLDG Co LTD	$47.14M	761.96K
VAR Varian Med Sys Inc	$46.95M	268.26K
O Realty Income Corp	$46.7M	751.17K