VELETA CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
EL SEGUNDO, California
CRD number
313763
Registered since
March 31, 2021

Firm profile

FINTRX

Overview

Veleta Capital, LLC is a limited liability company that operates in the financial services sector. Established in 2021, the firm is primarily engaged in the sale of other financial products and serves as a sponsor, general partner, and managing member of pooled investment vehicles. While it does not classify itself as a capital allocator or pension consultant, it actively participates in the management of investment funds, particularly in real estate. The firm does not focus on ESG investing and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ANDREW NARCUS

    COO & Managing PartnerCRD 2645977

  • BRIAN MURPHY

    Managing Partner and Chief Executive OfficerCRD 7353973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
134 Lomita St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth