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Volumetric Advisers
Volumetric Fund is a conservative equity mutual fund that invests in well-established U.S. large and mid-size companies. It adjusts stock exposure based on...
Overview
Volumetric Fund is a conservative equity mutual fund that invests in well-established U.S. large and mid-size companies. It adjusts stock exposure based on market indicators, typically holding 70% to 95% in stocks and the balance in money market investments. The firm emphasizes personal service, no-load investing, and low account minimums, and has been investing since 1979. VOLUMETRIC ADVISERS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-26, it reported 2 employees; 4 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Portfolio management for investment companies, Selection of other advisers; client categories including Individuals (other than high net worth individuals), Investment companies; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1985
Location
Region
North America
Country
United States
City
Pearl River
Corporate office
Pearl River, NY, United States
Principals
Gabriel Gibs
Founder
Jeffrey Gibs
Chief Executive Officer, President, Senior Portfolio Manager, Chief Compliance Officer
Alex Aleman
Vice President, Portfolio Manager
Sector focus
Frequently asked questions
How large is Volumetric Advisers?
The firm's assets under management are not publicly disclosed. It does not appear in industry rankings or lists of top RIAs. Its single location in Pearl River, New York, and the absence of any published team headcount suggest a small practice operating below institutional-scale thresholds.
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