RIA Intel›Advisers›Ohio›VELA INVESTMENT MANAGEMENT, LLC

VELA INVESTMENT MANAGEMENT, LLC

Institutional

N·NEW ALBANY, OH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$563M
1-Year AUM Growth
+12.3%
3-Year CAGR
+43.3%
Employees
23
Assets Under Management
Total AUM$563M
Discretionary AUM$563M
Non-Discretionary AUM$88K
Discretionary %100%
Total Clients168
Team
Total Employees23
Investment Advisers29
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record40
First FilingJun 8, 2020
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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