{
  "crd_number": 107351,
  "slug": "volumetric-advisers-107351",
  "primary_business_name": "VOLUMETRIC ADVISERS",
  "legal_name": "VOLUMETRIC ADVISERS INC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-05-15",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-02-26",
  "carried_forward": false,
  "raum_total": 37557770.0,
  "raum_discretionary": 37557770.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 210103.0,
      "count": 3,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 37347667.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://facebook.com/Volumetric.Advisers",
    "https://instagram.com/volumetric.advisers",
    "https://linkedin.com/company/volumetricadvisers",
    "https://linkedin.com/showcase/volumetricfund?viewAsMember=true",
    "https://twitter.com/VOLUMETRIC15",
    "https://volumetric.com",
    "https://volumetricfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107351",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/volumetric-advisers-107351",
  "display_name": "Volumetric Advisers",
  "summary": "Volumetric Advisers is an SEC-registered investment advisory firm, registered since 1985, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.",
  "citation": "AdvisorCensus. Volumetric Advisers (CRD 107351): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Volumetric Advisers compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Volumetric Advisers reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Volumetric Advisers registered with the SEC or a state?",
      "a": "Volumetric Advisers is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 107351."
    },
    {
      "q": "How much does Volumetric Advisers manage?",
      "a": "Volumetric Advisers reports $37,557,770 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Volumetric Advisers' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Volumetric Advisers: Regulatory assets under management: $37,866,329 in the October 2021 data and $37,557,770 in the October 2026 data, down 1%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Volumetric Advisers serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3); investment companies (1)."
    },
    {
      "q": "Does Volumetric Advisers report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107351"
    },
    {
      "q": "Does Volumetric Advisers state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 26, 2026 says: \"The minimum amount of assets required for such management is $100,000 but this minimum may be reduced.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 37866329.0,
      "total_employees": 3,
      "filing_date": "2021-02-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 43330227.0,
      "total_employees": 3,
      "filing_date": "2022-04-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 36315866.0,
      "total_employees": 2,
      "filing_date": "2023-02-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 37266172.0,
      "total_employees": 2,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 40770705.0,
      "total_employees": 2,
      "filing_date": "2025-02-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 37557770.0,
      "total_employees": 2,
      "filing_date": "2026-02-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "The minimum amount of assets required for such management is $100,000 but this minimum may be reduced."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum amount of assets required for such management is $100,000 but this minimum may be reduced."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/volumetric-advisers-107351.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 210103.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 37347667.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/107351",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}