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.
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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.