Firm profile

VARIANT

NEW YORK, NYCRD 306409Latest ADV March 30, 2026

Variant is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $729M in regulatory assets under management, 12 employees, and 8 accounts.

Assets Under Management
$729M
Employees
12
Offices
--
Total Clients
8
Primary office
NEW YORK, NY
75 SPRING STREET, 7TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOCaleb Shough
CFOWilliam C. Almen
COOCaleb Shough

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$729Mas of March 30, 2026
Discretionary100.0%
$729M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$729M
Total Accounts8
10Y AUM Change+$80M (+12.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee1:1
10Y Employee Change-1 (-7.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.