Voloridge Investment Management: Platform Profile

Overview

Voloridge Investment Management is a Jupiter, Florida quantitative and systematic investment firm led by founder and CEO David Vogel. The firm describes an investment process built on data science, mathematics, software, scientific intuition and rigorous risk management.

May fit better for

• qualified investors seeking systematic quantitative equity exposure;
• institutions comfortable with data-intensive model-driven investing;
• investors seeking a large private quantitative platform;
• allocators evaluating multiple private Voloridge vehicles.

May fit less well for

• retail users seeking public self-service access;
• investors wanting a discretionary stock-picking narrative;
• users who equate 13F value with regulatory AUM;
• investors who interpret quantitative rigor as guaranteed returns.

Voloridge is SEC registered

• Legal adviser: Voloridge Investment Management, LLC
• Primary business name: Voloridge
• CRD: 152869
• SEC number: 801-71044
• SEC registered investment adviser: Yes

Regulatory AUM is $36.2B

Current March 30, 2026 Form-ADV-derived data:

• Regulatory AUM: $36.2B
• Regulatory AUM as of: 2026-03-30
• Client accounts: 5
• Private fund count: 5
• Employees: 144

All reported regulatory AUM is discretionary in current third-party Form-ADV summaries.

Q2 2026 13F value is $23.508B

Current SEC filing:

• Q2 2026 13F value: $23.508B
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F holding count: 784

First-party strategy is explicitly quantitative and systematic

• Quantitative: Yes
• Systematic: Yes
• Data science: Yes
• Mathematical models: Yes
• Technology intensive: Yes
• Rigorous risk management: Yes

Voloridge says its strategies use data, sophisticated mathematics, intelligent software, scientific intuition and risk management.

Climate strategy is a specific capability, not the whole firm

The first-party approach page describes a Climate Change Strategy developed from research into economic effects of climate change on equity markets.

• Climate Change Strategy: Yes
• Climate strategy equals all firm assets: No

Current leadership

• Founder CEO chief data scientist: David Vogel
• President: Barry Miller

Current private-fund structure

Current Form D/adviser data identifies five confirmed funds, including:

• Voloridge Fund Ltd: Yes
• Voloridge Trading Aggressive Fund Ltd: Yes
• Voloridge Fund LP: Yes
• Voloridge Global Fund LP: Yes
• Voloridge Trading Aggressive Fund LP: Yes

Form D amounts raised are not regulatory AUM and do not establish current NAV.

Equity Trading Master is a private-fund asset measure

Current private-fund databases report Equity Trading Master, LP as a large master hedge fund.

Assessment

Voloridge's current $36.2B regulatory AUM and $23.508B Q2 13F are both large, but they answer different questions.

The manager's systematic process can also include exposures and portfolio construction choices that a list of reportable long U.S. securities cannot reconstruct.