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Faye Mcgrath

VOLEON CAPITAL MANAGEMENT LP·BERKELEY, California
SIE, Series 7Clean recordVOLEON CAPITAL MANAGEMENT LP
2484 SHATTUCK AVENUE, SUITE 300, BERKELEY, CA 94704-2076CRD# 5216797Firm CRD# 147443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Faye Mcgrath · BERKELEY, CA
Registration
CRD #5216797 · VOLEON CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VOLEON CAPITAL MANAGEMENT LP
CRD 147443 · SEC 801-78633
AUM
$9.3B
Regulatory assets under management
Employees
77
17 client accounts
Services offered by VOLEON CAPITAL MANAGEMENT LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at VOLEON CAPITAL MANAGEMENT LP →
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Frequently Asked Questions

What services does Faye Mcgrath offer?
Faye Mcgrath specializes in Retirement Planning. Contact their office in BERKELEY, California for a consultation.
What are Faye Mcgrath's credentials?
Faye Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Faye Mcgrath located?
Faye Mcgrath is based in BERKELEY, California, working with VOLEON CAPITAL MANAGEMENT LP. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Faye Mcgrath charge for services?
Faye Mcgrath's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of certain expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOLEON CAPITAL MANAGEMENT LP?
VOLEON CAPITAL MANAGEMENT LP has approximately 77 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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