Voyager Management, LLC (Los Angeles)

Name: Voyager Management, LLC
Address: 11111 Santa Monica Blvd, Los Angeles, CA, 90025
Telephone: 424-652-7070

Voyager Management, LLC is a large advisory firm based in Los Angeles. It manages $307.82 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Georgia.

Voyager Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Voyager Management: assets under management

The assets under management (AUM) of Voyager Management, LLC is $307.82 million. The firm's AUM has grown by 374% since the beginning of its operation, and $2.04 million of the total AUM is attributable to clients outside of the United States.

The firm manages $259.33 million in discretionary accounts and $48.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.05 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.24 million.

Voyager Management has custody of $122.82 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Voyager Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Voyager Management serves?

The only and largest group of clients of Voyager Management is pooled investment vehicles with 5 clients and $122.93 million of assets under management. Among the 7 most similar advisory firms, Voyager Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $122.93 million for 5 clients. 1% of the firm’s clients are foreign persons or businesses.

Voyager Management also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.

Careers at Voyager Management, LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher W Knight	Managing member	1 Apr 1997	25% - 50%	5057396
Lyle S Poncher	Managing member	1 Apr 1997	25% - 50%	5057401
George John Olah	Chief financial officer, chief compliance officer	1 Nov 2004	Other	5068029
Nouraldine Munir Daoud	Director of research	1 Dec 2007	Other	2060631
William Elliott Huger	Principal	1 Jan 2012	Other	1576134
Craig Francis Magher	Principal	1 Jan 2012	Other	2646351

Based in Los Angeles

The principal office where Voyager Management, LLC performs its advisory services is located at 11111 Santa Monica Blvd, Los Angeles, CA 90025, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 424-652-7070 or by fax 424-652-7076. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at voyagermgt.com/.