Investment adviser · CRD 313345

VELOCIS MANAGEMENT, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 19, 2026

Regulatory AUM
$346M
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
20
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$346,356,343100.0%
Filing source

Form ADV 2067360 · Mar 19, 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

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

VELOCIS SECONDARY PARTNERS IV QP, LPOther Private Fund · Last reported Mar 19, 2026$132MGross asset value

Form D fundraising filings

Velocis Secondary Partners IV QP, LP

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK, N.A. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-7579879412
Reported beneficial owners
230
Minimum commitment
$0
Form D file number
021-533226

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VELOCIS SECONDARY PARTNERS III QP, LPOther Private Fund · Last reported Mar 19, 2026$98.8MGross asset value

Form D fundraising filings

Velocis Secondary Partners III QP, LP

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian JPMORGAN CHASE BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 5493000FN178SW540N88

Fund details & source
Fund ID
805-3416216063
Reported beneficial owners
249
Minimum commitment
$0
Form D file number
021-461858

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VELOCIS SECONDARY PARTNERS III, LPOther Private Fund · Last reported Mar 19, 2026$44.4MGross asset value

Form D fundraising filings

Velocis Secondary Partners III, LP

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian JPMORGAN CHASE BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 5493000FN178SW540N8

Fund details & source
Fund ID
805-5037084665
Reported beneficial owners
74
Minimum commitment
$0
Form D file number
021-461859

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VELOCIS SECONDARY PARTNERS IV, LPOther Private Fund · Last reported Mar 19, 2026$32.9MGross asset value

Form D fundraising filings

Velocis Secondary Partners IV, LP

Fund administrator BURGHER HAGGARD FORTH WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian TEXAS CAPITAL BANK, N.A. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3601360061
Reported beneficial owners
40
Minimum commitment
$0
Form D file number
021-533228

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VELOCIS SECONDARY PARTNERS II, LPOther Private Fund · Last reported Mar 19, 2026$13.3MGross asset value

Form D fundraising filings

Velocis Secondary Partners II, LP

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian JPMORGAN CHASE BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 5493000FN178SW540N88

Fund details & source
Fund ID
805-1351226861
Reported beneficial owners
78
Minimum commitment
$0
Form D file number
021-410381

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VIF TEMPLE CIV, LPOther Private Fund · Last reported Mar 19, 2026$10.6MGross asset value

Form D fundraising filings

VIF Temple CIV, LP

Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian BMO BANK N.A. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-9076276163
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-487160

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

VELOCIS SECONDARY 2020-1, LPOther Private Fund · Last reported Mar 19, 2026$7.71MGross asset value

Form D fundraising filings

Velocis Secondary 2020-1, LP

Feeder funds

  • VELOCIS SECONDARY PARTNERS I, LP
Fund administrator BURGHER HAGGARD FORT WORTH, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP DALLAS, Texas, United States
Custodian JPMORGAN CHASE BANK DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

JPMORGAN CHASE BANK
LEI 5493000FN178SW540N88

Fund details & source
Fund ID
805-7716925688
Reported beneficial owners
42
Minimum commitment
$0
Form D file number
021-387974

Form ADV 2067360 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

3811 TURTLE CREEK, SUITE 1500
DALLAS, TX, 75219, United States

CRD 313345

Filing source

Form ADV 2067360 · Mar 19, 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.