Jurika & Voyles LP (Oakland)

Name: Jurika & Voyles LP
Address: 1999 Harrison Street, Oakland, CA, 94612
Telephone: 510-446-1991

Jurika & Voyles LP is a large advisory firm based in Oakland. It manages $1.04 billion of regulatory assets for 2,392 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 43 other states.

Jurika & Voyles provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jurika & Voyles: assets under management

The assets under management (AUM) of Jurika & Voyles LP is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $433.82 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jurika & Voyles LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jurika & Voyles LP

Glenn Campbell Voyles has been acting as President since 1 Jan 2001. Cdc Finance Cdc Ixis (Cdc Ixis) joined the executive team most recently as the Shareholder (Series A).

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Jurika & Voyles	General partner of registrant	1 Sep 1996	Other	04-3330071
Peter Stuart Voss	Director	1 Jan 1997	Other	2322527
G Neal Ryland	Director	1 Jan 1997	Other	2544937
Inc. Jurika & Voyles	General partner of registrant	1 Jan 1997	Other	04-3330071
L.P. (Cdciamna) Cdc Ixis Asset Management North America	Limited partner of registrant	1 Jan 1997	75% - 100%	04-3398261
L.P. Cdc Ixis Asset Management North America	Sole limited partner of registrant	1 Dec 1997	75% - 100%	04-3398261
Karl Olof Mills	Vice chairman	1 Jan 1999	Other	2040384
Christopher Lee Bittman	Director, chief executive officer	1 Jan 1999	Other	2189508
Mark Nuti	Chief operating officer	1 Dec 1999	Other	2774438
Scott Alan Jaggers	Director of compliance	1 Mar 2000	Other	2085975
Glenn Campbell Voyles	Chairman	1 Jan 2001	Other	703535
Sybil Hippolyte	Senior compliance officer	1 Aug 2002	Other	2689047

Indirect Owners

The SEC currently registers 19 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Cdc Ixis Asset Management Holdings	Shareholder	1 Jan 1997	75% - 100%	04-3241308
Llc (Cdciam Holdings) Cdc Ixis Asset Management Holdings	Shareholder	1 Jan 1997	75% - 100%	04-3241308
Llc Cdc Ixis Asset Management Us	General partner	1 Oct 2000	Other	13-4146162
Cdc Ixis Asset Management Us Corporation	Limited partner of cdc ixis asset management north america, l.p. and member of cdc ixis asset management us, llc	1 Oct 2000	75% - 100%	13-4146043
Cdc Ixis Asset Management S.A.	Shareholder	1 Oct 2000	75% - 100%	none
Cdc Finance Cdc Ixis	Shareholder	1 Oct 2000	50% - 75%	none
Caisse Des Depots Et Consignations	Shareholder	1 Oct 2000	75% - 100%	13-3759209
Government Of France	Supervisor	1 Oct 2000	75% - 100%	none
Cdc Ixis Asset Management U.S. Llc (Cdciam Us Llc)	General partner	1 Oct 2000	Other	13-4146162
Cdc Ixis Asset Management U.S. Corporation (Cdciam Us)	Limited partner of cdciamna and member of cdciam us llc	1 Oct 2000	75% - 100%	13-4146043
Cdc Ixis Asset Management (Cdciam)	Shareholder	1 Oct 2000	75% - 100%	foreign entity
Cdc Finance Cdc Ixis (Cdc Ixis)	Shareholder	1 Oct 2000	75% - 100%	foreign entity
Caisse Des Depots Et Consignations (Cdc)	Shareholder	1 Oct 2000	25% - 50%	13-3759209
Cdc Ixis Asset Management Us Llc (Cdciam Us Llc)	General partner	1 Oct 2000	Other	13-4146162
Cdc Ixis Asset Management Us Corporation (Cdciam Us)	Limited partner of cdciamna and member of cdciam us llc	1 Oct 2000	75% - 100%	13-4146043
Caisse Des Depots Et Consignations (Cdc)	Shareholder	1 Jan 2002	50% - 75%	13-3759209
Caisse Nationale Des Caisses D'epargne (Cnce)	Shareholder	1 Jan 2002	25% - 50%	foreign entity
Eulia	Shareholder	1 Jan 2002	50% - 75%	foreign entity
Cdc Finance Cdc Ixis (Cdc Ixis)	Shareholder (series a)	1 Oct 2002	75% - 100%	foreign entity

Based in Oakland

The principal office where Jurika & Voyles LP performs its advisory services is located at 1999 Harrison Street, Oakland, CA 94612, which is also the mailing address of the firm. An additional office of the firm is in North Wales, PA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 510-446-1991 or by fax 510-874-4189. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.jurika.com.