Bank / Wealth / TrustRIA · CRD 107351SEC-Registered

Updated:

Volumetric Advisers

Volumetric Advisers is an SEC-registered investment adviser since 1985. The firm manages approximately $38 million in regulatory assets. It has 2 employees and...

Volumetric Advisers logo

Volumetric Advisers

Volumetric Advisers is an SEC-registered investment adviser since 1985. The firm manages approximately $38 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1985

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Pearl River

Corporate office

Pearl River, NY, United States

Frequently asked questions

Is Volumetric Advisers a single-family office?

No. Volumetric Advisers is registered with the SEC as a standard investment adviser (RIA) serving multiple clients. It does not meet the structural definition of a single-family office, which manages the wealth of one family and is typically exempt from registration. The firm serves individuals and small businesses, not a single patriarch or family fortune.

Does Volumetric Advisers manage institutional capital?

There is no public evidence that Volumetric Advisers manages institutional separate accounts or pooled vehicles. Its ADV filings describe services to individuals and small businesses. It does not appear in institutional databases tracking pension fund, endowment, or sovereign wealth fund relationships.

What investment services does Volumetric Advisers offer?

Per its regulatory profile, the firm provides portfolio management and financial planning. This typically includes asset allocation, security selection, and ongoing rebalancing for client accounts. There is no public record of direct private equity, venture capital, or hedge fund offerings managed by the firm.

Who owns Volumetric Advisers?

Ownership details are not publicly disclosed beyond standard SEC filings, which have not revealed a dominant family wealth source. The absence of a prominent named principal or family patron in any public record reinforces its profile as a standard advisory practice rather than a family office.

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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