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Building 2VELA INVESTMENT MANAGEMENT, LLC

Map pinNEW ALBANY, OH
Phone(614) 653-8352
NotebookSEC #801-119022
Total AUM
$562.9M
Employees
29
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 MARKET STREET SUITE 208
NEW ALBANY
OH 43054
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(614) 653-8352
Other Offices
2

ReceiptFinancials

Total AUM
$562.9M
Accounts
346
Discretionary
$562.9M
Accounts
345
Non-Discretionary
$88.2K
Accounts
1

ContactClients

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Individual Clients
58
AUM
$7.1M
HNW Individual Clients
108
AUM
$128.4M
Investment Company Clients
1
AUM
$383.9M
Pension/Profit Sharing Plan Clients
1
AUM
$12.7K
Charitable Organization Clients
6
AUM
$37.9M
Corporation or Business Clients
5
AUM
$5.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
DONOR ADVISED FUNDS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
MINIMUM FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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