Bank / Wealth / TrustRIA · CRD 107351SEC-Registered

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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...

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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 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.

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

Well established US large and mid-size companies

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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