VELOCIS MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$346M
Discretionary
$346M
100% of AUM
Avg account
$38.5M
Accounts
9
Employees
20
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
313345
Registered since
August 8, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Velocis Management, LLC is a privately held manager focused on pooled real estate investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member for its funds, concentrating capital into strategies that sit squarely within real estate and related private-market opportunities. Its advisory mandate is limited to portfolio management for pooled investment vehicles, and it charges both a percentage-of-AUM fee and performance-based fees, aligning compensation with fund-level results. Velocis does not identify as an active ESG investor and operates under a single-state registration footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Fred Hamm

    Co-Founder and Managing PartnerCRD 7345207

  • Paul Smith

    PartnerCRD 7345220

  • MICHAEL GRESHAM

    PrincipalCRD 8237743

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3811 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth