Jurika & Voyles LP (Oakland)


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.