ACELA CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$38.1M
Discretionary
$27.8M
73% of AUM
Avg account
$846K
Accounts
45
Employees
2
Advisory reps
2

Firm details

Headquarters
LOS ALTOS, California
CRD number
153444
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Public Funds/Mutual Funds 6%, US Government Bonds 4%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%84%
  • 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

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth