{
  "crd_number": 306923,
  "slug": "volt-investment-holdings-llc-brooklyn-ny-306923",
  "primary_business_name": "VOLT INVESTMENT HOLDINGS LLC",
  "legal_name": "VOLT INVESTMENT HOLDINGS LLC",
  "dbas": [],
  "city": "Brooklyn",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2026-08-24",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/voltih",
    "https://voltinvestmentholdings.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306923",
  "city_as_filed": "BROOKLYN",
  "url": "https://advisorcensus.com/firm/volt-investment-holdings-llc-brooklyn-ny-306923",
  "display_name": "Volt Investment Holdings LLC",
  "summary": "Volt Investment Holdings LLC is an exempt reporting adviser in Brooklyn, NY, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Volt Investment Holdings LLC (CRD 306923): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Volt Investment Holdings LLC located?",
      "a": "Volt Investment Holdings LLC's principal office is in Brooklyn, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Volt Investment Holdings LLC report to regulators?",
      "a": "Volt Investment Holdings LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 306923."
    },
    {
      "q": "How have Volt Investment Holdings LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Volt Investment Holdings LLC: Regulatory assets under management: $852,364,438 in the October 2022 data and $667,632,000 in the October 2025 data, down 22%. Total employees: 4 in October 2022 and 6 in October 2025. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Volt Investment Holdings LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306923"
    },
    {
      "q": "What changed in Volt Investment Holdings LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Moved from SEC registration to exempt reporting adviser status. No longer lists an office in London. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 852364438.0,
      "total_employees": 4,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 719354000.0,
      "total_employees": 5,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1017119000.0,
      "total_employees": 4,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 667632000.0,
      "total_employees": 6,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Moved from SEC registration to exempt reporting adviser status.",
        "No longer lists an office in London.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $667,632,000 to $383,505,000 (-43%).",
        "Changed its office addresses in London."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/volt-investment-holdings-llc-brooklyn-ny-306923.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306923",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}