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| Happy Holidays!! thanks for using AUM13F!! |
| Vela Investment Management LLC
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| CRD # | 306678 |
| SEC # | 801-119022 |
| CIK # | 0001895612 |
| AUM | $486.2 M (2025-05-08) |
| Employees | 29 (48% Investors, 0% Brokers) |
| Phone | 614-653-8352 |
| Address | 220 Market Street Suite 208 New Albany, OH 43054 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Kirby Corp | 16.3 | ||
| Hub Group Inc | 10.3 | ||
| Alphabet Inc | 9.6 | ||
| Criteo Sa | 8.4 | ||
| Amazon Com Inc | 8.3 | ||
| Lincoln Electric Holdings Inc | 8.3 | ||
| Valvoline Inc | 7.9 | ||
| Johnson & Johnson | 7.4 | ||
| Sysco Corp | 6.6 | ||
| Washington Post Co | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 6.4 |
| (b) Individuals (high net worth individuals) | 94 | 115.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 297.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.1 |
| (h) Charitable organizations | 6 | 62.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 486.2 |
| By Discretionary | ||
| Discretionary | 317 | 486.2 |
| Non-Discretionary | 1 | 0.1 |
| Total | 318 | 486.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.2 | |
| Total | 318 | 486.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001895612] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dedora Capital Inc
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CA | 0.5 |
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Milestone Financial Planning LLC
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NH | 0.5 |
|
Litvak Wealth LLC
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CT | 0.5 |
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Affiliated Private Investors LLC
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FL | 0.5 |
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Prasad Wealth Partners LLC
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OH | 0.5 |
|
Seeds Investor LLC
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NY | 0.5 |
|
Potentia RIA LLC
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CA | 0.5 |
|
Accredited Investor Services LLC
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MN | 0.5 |
|
Curtis Advisory Group LLC
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|
CA | 0.5 |
|
Howard Bailey Securities LLC
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IN | 0.5 |