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Vivek Kapoor

VOLARIS CAPITAL MANAGEMENT LLC·MILLBURN, New Jersey
Clean recordVOLARIS CAPITAL MANAGEMENT LLC
343 MILLBURN AVENUE, MILLBURN, NJ 07041CRD# 4249308Firm CRD# 286219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vivek Kapoor · MILLBURN, NJ
Registration
CRD #4249308 · VOLARIS CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vivek Kapoor is a registered financial advisor based in MILLBURN, New Jersey, affiliated with VOLARIS CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VOLARIS CAPITAL MANAGEMENT LLC
VOLARIS CAPITAL MANAGEMENT LLC
AUM
$455M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VOLARIS CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4249308
Firm CRD# 286219
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vivek Kapoor offer?
Vivek Kapoor specializes in Investment Management. Contact their office in MILLBURN, New Jersey for a consultation.
What are Vivek Kapoor's credentials?
Vivek Kapoor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vivek Kapoor located?
Vivek Kapoor is based in MILLBURN, New Jersey, working with VOLARIS CAPITAL MANAGEMENT LLC. Their office serves clients in the MILLBURN metropolitan area and surrounding communities.
How does Vivek Kapoor charge for services?
Vivek Kapoor's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOLARIS CAPITAL MANAGEMENT LLC?
VOLARIS CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $455M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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