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VELA INVESTMENT MANAGEMENT, LLC
CRD 306678 · SEC 801-119022
220 MARKET STREET SUITE 208, NEW ALBANY, OH, 43054, United States
Phone
(614) 653-8352
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.9M
Discretionary AUM
$562.9M
Team
29 total employees; 23 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees; MINIMUM FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)DONOR ADVISED FUNDS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $7.1M |
| High net worth individuals | 108 | $128.4M |
| Investment companies | 1 | $383.9M |
| Pension/profit sharing plans | 1 | $13K |
| Charitable organizations | 6 | $37.9M |
| Corporations/business entities | 5 | $5.6M |
States served
CA, CO, GA, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD