Vela Consulting, LLC

Overview

Vela Consulting, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm positions itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fees are charged via a mix of AUM-based and fixed arrangements, plus other fee structures. Vela does not report itself as an active ESG investor and is not identified as a multi-state or newly formed adviser. The firm also has roles in the real estate and private-vehicle space: it lists activities as a real estate broker and sponsor and as a general partner/managing member of pooled investment vehicles, indicating involvement beyond discretionary portfolio management into deal sponsorship and fund governance.

Assets & Accounts

Public Holdings

Investments & Alternatives