Travis Cocke
Advisor at Voss Capital, LP
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Travis Cocke is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Voss Capital, LLC since 2011. Voss Capital, LP is an SEC-registered investment manager serving sophisticated and qualified investors such as family offices, funds of funds, and endowments. The firm manages approximately $1.4 billion using a bottom-up, fundamental stock-selection process to create concentrated long and short equity portfolios, employing leverage and derivatives across its private pooled funds and separately managed accounts.
Client services
Based on Voss Capital, LP
Portfolio management
Trading adviser to pooled investment vehicles
Trading adviser to pooled investment vehicles
Expertise
Based on Voss Capital, LP
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Fee options
Performance allocation of 20% for Master Fund and up to 30% for Voss Value-Oriented Special Situations Fund, LP, subject to high-water mark and hurdle rate as disclosed in Fund Offering Documents. Performance fees for separately managed accounts are negotiable.
Account minimum: $250,000 (may be waived by General Partner)
Location
3773 Richmond Avenue, Suite 500
Houston, TX 77046
Most active in
Travis C has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Voss Capital LLC
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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