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| Vela Investment Management LLC
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|---|---|
| CRD # | 306678 |
| SEC # | 801-119022 |
| CIK # | 0001895612 |
| AUM | 562.9 M (2026-03-26) |
| Employees | 29 (79% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-653-8352 |
| Address | 220 Market Street Suite 208 New Albany, OH 43054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kirby Corp | 19.7 | ||
| Criteo Sa | 14.7 | ||
| Wixcom Ltd | 13.0 | ||
| Alphabet Inc | 12.6 | ||
| Worthington Industries Inc | 11.3 | ||
| Amazon Com Inc | 11.2 | ||
| Hub Group Inc | 11.0 | ||
| Johnson & Johnson | 9.0 | ||
| Lincoln Electric Holdings Inc | 8.6 | ||
| CSX Corp | 8.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 7.1 |
| (b) Individuals (high net worth individuals) | 108 | 128.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 383.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 6 | 37.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 562.9 |
| By Discretionary | ||
| Discretionary | 345 | 562.9 |
| Non-Discretionary | 1 | 0.1 |
| Total | 346 | 562.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.9 | |
| Total | 346 | 562.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001895612] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900T7CM6XO1ZQPW25 |
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|---|---|---|
|
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The LUTS & Greenleigh Group Inc
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|
Jacobsen Capital Management LLC
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|
Strongbox Wealth LLC
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MO | 562.4 M |
|
Capitol Private Wealth Group LLC
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|
Acorn Wealth Advisors LLC
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MI | 561.4 M |
|
TowerPoint Wealth LLC
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CA | 561.3 M |
|
Retireright LLC
✚
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IA | 561.1 M |
|
Wedgewood Partners Inc
✚
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MO | 560.7 M |