VELOCITY CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2022

Total AUM

$2.1B

Discretionary

$2B

94% of AUM

Avg account

$705M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322722
Registered since: September 9, 2022
Website: velocitycapllc.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Insurance Companies81.05%
Pooled Investment Vehicles18.95%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Velocity Capital Advisors LLC is an SEC-registered investment adviser organized as an LLC and registered in 2022 that primarily serves institutional clients. The firm operates as portfolio manager for pooled investment vehicles and for businesses or institutional balance sheets, and it is organized around a securitized-asset fund structure. Its fee arrangements include asset-based management fees and performance-linked compensation, along with other fee components. Velocity does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a broad capital allocator. The firm also shows an affiliation with an insurance company.