# Volt Equity LLC

> Volt Equity LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 3, 2025.

- CRD: 310402
- Filed as: VOLT EQUITY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: April 3, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310402
- AdvisorCensus page: https://advisorcensus.com/firm/volt-equity-llc-san-francisco-ca-310402

## Quick answers

**How is Volt Equity LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Volt Equity LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Volt Equity LLC located?**
Volt Equity LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Volt Equity LLC registered with the SEC or a state?**
Volt Equity LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310402.

**How much does Volt Equity LLC manage?**
Volt Equity LLC reports $10,300,000 in regulatory assets under management in its Form ADV filing dated April 3, 2025 (0% discretionary).

**How have Volt Equity LLC's assets and staff changed since 2021?**
In the Form ADV data for Volt Equity LLC: Regulatory assets under management: $8,692,607 in the October 2021 data and $10,300,000 in the October 2026 data, up 18%. Total employees: 5 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Volt Equity LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Volt Equity LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310402

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $10,300,000
- Discretionary: $0
- Non-discretionary: $10,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $10,300,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- voltequity.com
- Facebook @voltequity
- Instagram @voltequity
- LinkedIn @voltequity
- X @voltequity
- YouTube @voltequity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,692,607 | 5 | April 26, 2021 |
| October 2022 | $28,164,346 | 5 | March 29, 2022 |
| October 2023 | $28,164,346 | 5 | March 29, 2022 |
| October 2024 | $4,772,153 | 3 | May 3, 2024 |
| October 2025 | $10,300,000 | 3 | April 3, 2025 |
| October 2026 | $10,300,000 | 3 | April 3, 2025 |

Regulatory assets under management: $8,692,607 in the October 2021 data and $10,300,000 in the October 2026 data, up 18%.
Total employees: 5 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Volt Equity LLC (CRD 310402): Form ADV filing data as of October 2026.