Voleon: company research

Industry

Quantitative investment management

Headquarters

Berkeley, CA

Founded

2007

Size

400+ employees

Website

voleon.com

(from our editorial profile)

Voleon states that it approaches investment management through machine learning, applying flexible statistical models to financial prediction rather than relying on human intuition, using statistical algorithms to detect persistent effects across large swaths of data. The firm says its innovations in machine learning are the cornerstone of applying data-driven techniques to financial markets. Its SEC brochure states that it implements one or more quantitative-based strategies utilizing a variety of asset classes and financial instruments, and that it selects all investments and strategies for the funds it manages.

Voleon's SEC adviser profile lists an AUM of $29,377,232,147 and 158 employees, with 28 in investment advisory functions, and 28 private funds. The profile lists Voleon Institutional Partners LP, Voleon Institutional Managers LP and Voleon Funds LP as relying advisers. The page is dated 07/10/2026 and records SEC registration approved 09/27/2013.

Voleon says it applies an academic approach to research with an emphasis on scalability and risk management, and that many of its leaders and employees hold doctorates in statistics, computer science and mathematics. It describes a culture of intellectual curiosity and flexibility. Its headquarters are located near the University of California, Berkeley, and its offices are near several bus lines and the Downtown Berkeley BART Station.

Voleon's SEC brochure states that it provides advisory services on a discretionary basis to clients that are all pooled investment vehicles, specifically private investment funds, and that certain funds invest all or substantially all of their assets in other funds, for example in a master-feeder structure. It states that investors may select among the various funds advised by the firm, and that certain funds may offer multiple share classes.

Voleon's SEC brochure describes it as a large advisory firm whose clients are pooled investment vehicles, including sovereign wealth funds and foreign official institutions, and states it provides portfolio management for pooled investment vehicles and for businesses. It states that Voleon Capital Management LP is a Delaware limited partnership in business since 2008, founded by Michael Kharitonov and Jon McAuliffe, with Mr. Kharitonov's aggregate ownership interest exceeding 25% of total capital.

• Michael KharitonovChief Executive Officer
• Jon McAuliffeCo-Chief Investment Officer
• Vasco ChatalbashevCo-Chief Investment Officer
• Prem GopalanChief Technology Officer
• Julie DixonChief Compliance Officer
• Erick HongChief Commercial Officer
• Lee KofflerChief Operating Officer