Investment adviser · CRD 306678
VELA INVESTMENT MANAGEMENT, LLC
Investment adviser filing (IA)
NEW ALBANY, OH, United States · Form ADV filed Sep 22, 2026
- Regulatory AUM
- $563M Form ADV · Item 5.F
- Client accounts
- 346 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 23 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $383,870,292 | 68.2% |
| High-net-worth individuals | 108 | $128,437,251 | 22.8% |
| Charities | 6 | $37,942,641 | 6.7% |
| Individuals | 58 | $7,109,140 | 1.3% |
| Corporations & businesses | 5 | $5,570,507 | 1.0% |
| Retirement plans | 1 | $12,657 | 0.0% |
Filing source
Form ADV 2131284 · Sep 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
220 MARKET STREET SUITE 208NEW ALBANY, OH, 43054, United States
CRD 306678
Filing source
Form ADV 2131284 · Sep 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.