Volaris Capital Management LLC

Volaris Capital Management LLC is a Limited Liability Company established in October 2016, with Vivek Kapoor as the principal owner. The firm offers portfolio management services tailored to individual client goals, objectives, and risk tolerance levels. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients have access to options market opportunities through strategies like Volatility Income, Call Write, and Tail Risk Hedging. The firm requests discretionary authority from clients to select securities and execute transactions in line with fiduciary duties. VCML primarily serves High-Net-Worth Individuals with a minimum account size of $1,000,000. Fees are based on assets under management, with annual management fees up to 1.00% and performance fees up to 15.00%. VCML does not participate in wrap fee programs and manages accounts with and without performance-based fees, ensuring fair treatment for all clients. The firm's investment strategies involve empirical analysis, stochastic modeling, and risk constraints to manage portfolio construction. VCML does not accept compensation for the sale of investment products and maintains a Code of Ethics covering various areas of conduct. Clients receive quarterly reports on their accounts, and VCML provides discretionary investment advisory services with investment discretion granted by clients. The firm does not accept voting authority for client securities and has a sound financial standing without bankruptcy petitions in the last ten years.