Velmark Capital Management LLC

Overview

Velmark Capital Management LLC is an independent, single-office registered investment advisor serving individual and family clients and small businesses. The firm operates as a limited liability company owned by an individual and provides financial planning and portfolio management services. Its regulatory profile includes CPO/CTA business activities, and it identifies as an active ESG investor. The firm charges a mix of fees — percentage of AUM, hourly and fixed fees, and it may accept performance-based compensation on some mandates. Velmark does not present itself as a capital allocator, instead combining direct portfolio management with access to third-party alternative funds. The adviser is not a multi-state practice and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices