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 an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients on a fee‑based model (percentage of assets under management) and also provides portfolio management services to small businesses and other institutions. Part of the firm's mandate includes selecting outside advisers, and it identifies itself as a capital allocator — meaning it places client capital with third‑party managers in addition to running in‑house portfolios. Acela does not flag itself as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Zhaohui 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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