RIA Intelligence

VELOCIS MANAGEMENT, LLC

CRD #313345 SEC #801-128466 DALLAS, TX 214-702-0220
SEC Registered Private Funds
Total AUM
$273M
Discretionary
$273M
Employees
18
Clients
0
Accounts
7

AUM Over Time

DateAug 2025
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$273M
Discretionary$273M
Non-Disc.$0
Employees18
Clients0
DateJun 2024
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$268.4M
Discretionary$268.4M
Non-Disc.$0
Employees17
Clients0
DateJun 2023
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees16
Clients0