Vela Investment Management, LLC

Overview

Vela Investment Management, LLC is an SEC-registered limited liability company organized as an institutional RIA. The firm registered with the SEC in 2020 and is owned by an individual. Its client base includes both high-net-worth individuals and families as well as institutional clients. Vela provides financial planning and portfolio management services for individuals, small businesses, and investment companies. The firm charges a mix of fee types — percentage of AUM, fixed fees, performance-based fees and other arrangements — and operates principally as a discretionary manager (see assets section). It is not identified as an active ESG investor and is not registered as a multi-state advisor or pension consultant. Vela is not characterized as a capital allocator; its model centers on advisory and portfolio management activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices