VELA INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- NEW ALBANY, Ohio
- CRD number
- 306678
- Registered since
- July 15, 2020
- Website
- vela-im.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Investment Companies68.19%
- HNWI22.82%
- Charitable Organizations6.74%
- Individuals1.26%
- Corporations / Businesses0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Vela Investment Management, LLC is an independent, owner-operated registered investment adviser structured as an LLC and registered with the SEC in 2020. The firm advises both individual and family clients as well as institutional investors. It provides financial planning and discretionary portfolio management for individuals, small businesses and investment companies. Vela charges a mix of fee types — percentage of assets under management, fixed fees and performance-based arrangements — and indicates flexibility with other fee structures as well. The firm does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.
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 Equities65%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds14%
Owners & executives
3 of 3LISA WESOLEK
President, COOCRD 3146812
RODERICK DILLON
Founder, CEO and CIOCRD 4399285
JASON JOB
Co-Founder, CFO, and Portfolio ManagerCRD 6458695
Contacts
3 of 5ROBERT SHARPE
Portfolio ManagerCRD 1601656
JEANNETTE HUBBARD
Lead Portfolio ManagerCRD 2672948
Jason Downey
Research Analyst & Portfolio ManagerCRD 7271351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$648K in ETFs
100%
$648K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $259K | 433 | 39.97% |
Location
NEW ALBANY, OH
FRANKLIN
Location
NEW ALBANY, OH
Headquartered in NEW ALBANY, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 220 Market St
- Time zone
- ET (UTC-5)
- Office locations
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