Chief Financial Officer · Voleon Capital Management LP
Stephen M. Terry
CRD 2828017 · Named on Form ADV at one SEC-registered adviser
At a glance
Voleon Capital Management LP, an SEC-registered private fund adviser based in Berkeley, CA with $29.4 billion in regulatory assets, lists Stephen M. Terry on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Voleon Capital Management LPChief Financial OfficerPrivate fund adviser · Berkeley, CA · $29B in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Michael KharitonovChief Executive Officer and Limited Partner, Voleon Capital Management LP
- Jon D. McAuliffeCo-Chief Investment Officer and Limited Partner, Voleon Capital Management LP
- Jeremy I. RosenblattHead of Systems and Software, Voleon Capital Management LP
- Lee P. KofflerChief Operating Officer, Voleon Capital Management LP
- Steven E. SchraibmanGeneral Counsel, Voleon Capital Management LP
2 more people named with Stephen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.