Vela Consulting, LLC

Overview

Vela Consulting, LLC is an independent registered investment adviser organized as an LLC that advises individuals and families on wealth management and financial planning. The firm operates as a capital allocator and emphasizes equity-oriented portfolios, using both liquid public markets and third-party managers to fill client allocations. Advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers and managers when specialized capabilities are required. Fee arrangements are flexible and can include a percentage of assets under management, fixed fees and other arrangements. Investment practice appears to favor a core equity posture supplemented by manager selection and private-market commitments. The firm acts in sponsor and GP roles on certain real estate and pooled-investment activities, indicating an active role in sourcing and structuring alternative investments rather than purely recommending external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices