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| Happy Holidays!! thanks for using AUM13F!! |
| Velocis Management LLC
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| CRD # | 313345 |
| SEC # | 801-128466 |
| CIK # | |
| AUM | $273.0 M (2025-03-27) |
| Employees | 18 (100% Investors, 0% Brokers) |
| Phone | 214-702-0220 |
| Address | 300 Crescent Court Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | VIF Temple CIV LP | 2023-06-29 | 9.6 | |
| Other | Velocis Secondary Partners III LP | [2023-03-31] | 30.8 | 51.1 |
| Other | Velocis Secondary Partners III QP LP | [2023-03-31] | 26.2 | 113.8 |
| Other | Velocis Secondary 2020-1 LP | [2022-08-15] | 8.1 | 15.0 |
| Other | Velocis Secondary Partners II LP | [2022-08-15] | 27.0 | 16.1 |
| Other | Velocis Secondary Partners II QP LP | [2022-08-15] | 14.6 | 8.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 273.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 273.0 |
| By Discretionary | ||
| Discretionary | 7 | 273.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 273.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.0 | |
| Total | 7 | 273.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Paul Smith | 74 | |||
| Michael Lewis | 47 | |||
| James Yoder | 21 | |||
| David Seifert | 16 | |||
| W Hamm | 16 | |||
| Velocis Management LLC | 14 | |||
| Velocis Secondary UGP LLC | 8 | |||
| Velocis Secondary 2020-1 GP LP | 2 | |||
| Velocis Secondary Partners III GP LP | 2 | |||
| Velocis Secondary Partners II GP LP | 2 | |||
| View All | ||||
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