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VELOCIS MANAGEMENT, LLC
CRD 313345 · SEC 801-128466
3811 TURTLE CREEK, SUITE 1500, DALLAS, TX, 75219, United States
Phone
214-702-0220
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.4M
Discretionary AUM
$346.4M
Team
20 total employees; 20 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $346.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD