VELTRA CAPITAL

Overview

Veltra Capital is organized as a limited liability company and operates as a small advisory firm that provides discretionary portfolio management for both individual/small-business clients and business or institutional clients. The firm serves individual and family clients as well as institutional accounts and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Veltra does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices