ACELA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LOS ALTOS, California
- CRD number
- 153444
- Website
- acelacapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.15%
- Individuals2.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Acela Capital Management, LLC is a small, fee-based wealth manager that focuses on portfolio management for individual and family clients as well as for small businesses and institutions. The firm favors direct equity exposure delivered primarily through separately managed accounts and exchange-traded vehicles, and it also acts as a capital allocator by bringing in third‑party managers where appropriate. Its advisory offering includes selecting other advisers on behalf of clients, which suggests a willingness to outsource specialized sleeves rather than build every capability in-house. Fee billing is percentage-of-AUM, and the firm is not positioned as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds6%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
2 of 2ZHAOHUI LI
Chief Executive OfficerCRD 4748599
ZHAOZHU GE
Chief Investment OfficerCRD 5248801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOS ALTOS, CA
SANTA CLARA
Location
LOS ALTOS, CA
Headquartered in LOS ALTOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 520 Valencia Dr
- Time zone
- PT (UTC-8)
- Office locations
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