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 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

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

    Zhaohui Li

    Chief Executive OfficerCRD 4748599

  • Zhaozhu Ge

    Zhaozhu Ge

    Chief Investment OfficerCRD 5248801

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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