SourcingSourcing

VOLT INVESTMENT HOLDINGS LLC

C44
CRD 306923·SEC 801-126283·BROOKLYN, NY
AUM
$383.5M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VOLT INVESTMENT HOLDINGS LLC
CRD
306923
SEC file #
801-126283
EIN
—
DBA names
—

Economics

AUM
$383.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$852.4M → $383.5M▼ -55%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
4 advisors → 4 advisors▬ 0%
Primary office
BROOKLYN NY
Branches
—

Custodian & Brokerage

Primary custodian
Equity Trustlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
voltinvestmentholdings.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUJRAL, ANICHYA, NARAYAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GUJRAL, ANICHYA, NARAYAN
KORIANDER II INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VOLTINVESTMENTHOLDINGS.COM
Rdap Domain Creation Date
2018-12-03T21:48:08Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Equity Trust20
Jpmorgan4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-12-03T21:48:08Z
Rdap Domain Last Changed
2024-12-04T17:31:41Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5850822
Trust Company Affiliate
No

People (2)

2
GUJRAL, ANICHYA, NARAYAN
Direct Owner · 62.5%
5850822
MANDINO, MATTHEW
Executive Officer · 2.5%
7694897