VELOCITY CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$598M
Discretionary
$598M
100% of AUM
Avg account
$120M
Accounts
5
Employees
11
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
321641
Registered since
March 10, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Velocity Capital Management LLC is structured as a limited liability company that operates as a private equity fund manager and adviser to pooled investment vehicles. The firm targets institutional clients and is registered with the SEC (registration recorded in 2025). Its primary advisory activity is portfolio management for pooled vehicles, and it also serves as sponsor, general partner, and managing member for the funds it operates. Ownership interests include a mix of domestic and foreign entities as well as individuals. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser or a pension consultant.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • jorn rees

    Founding Partner & Chief Compliance OfficerCRD 7305392

  • Ari Herman

    Chief Financial Officer & Chief Compliance OfficerCRD 8270551

Contacts

3 of 3
  • DAVID ABRAMS

    Founding PartnerCRD 1688125

  • PETER BERKMAN

    TrusteeCRD 7837396

  • DONNA GUTTMAN

    TrusteeCRD 7837394

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Pennsylvania Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth