Přihlásit se Zaregistrujte se zdarma

Velocity Capital Management LLC (Palo Alto)


Velocity Capital Management LLC is a large advisory firm based in Palo Alto. It manages $322.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo

Velocity Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Velocity Capital Management: assets under management

The assets under management (AUM) of Velocity Capital Management LLC is $322.9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $322.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Velocity Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Velocity Capital Management LLC performs its advisory services is located at 261 Hamilton Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-321-0880 or by fax 650-321-0882. The normal business hours are 6:30am-5pm on Monday - Friday. You can find more information about the New York firm at www.velcap.com.


Registered investment advisers similar to Velocity Capital Management LLC