Velocis Management LLC

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Velocis Management LLC ✚
CRD #	313345
SEC #	801-128466
CIK #
AUM	346.4 M (2026-03-19)
Employees	20 (100% Investors, 0% Brokers)
Phone	214-702-0220
Address	3811 Turtle Creek Dallas, TX 75219
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Velocis Secondary Partners IV LP	[2026-03-19]	45.4 M	32.9 M
	Filed 2024-12-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	Velocis Secondary Partners IV QP LP	[2026-03-19]	90.2 M	131.5 M
	Filed 2024-12-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
Other	VIF Temple CIV LP	[2023-06-29]	7.2 M	10.6 M
	Offered $7,200,000 · Filed 2023-07-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Duration One year or less · Net Assets Decline to Disclose
Other	Velocis Secondary Partners III LP	[2023-03-31]	30.8 M	44.4 M
	Filed 2022-10-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Velocis Secondary Partners III QP LP	[2023-03-31]	26.2 M	98.8 M
	Filed 2022-10-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
Other	Velocis Secondary 2020-1 LP	[2022-08-15]	8.1 M	7.7 M
	Offered $8,120,000 · Filed 2021-02-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Net Assets Decline to Disclose
Other	Velocis Secondary Partners II LP	[2022-08-15]	27.0 M	13.3 M
	Filed 2021-08-18 (D) · Exemption 506(c), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
Other	Velocis Secondary Partners II QP LP	[2022-08-15]	14.6 M	7.2 M
	Filed 2021-08-18 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose

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	9	346.4
(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	9	346.4
By Discretionary
Discretionary	9	346.4
Non-Discretionary	0	0.0
Total	9	346.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		346.4
Total	9	346.4

Form D Directors	Role	# Filings	# Firms
Paul Smith	Executive Officer	79	10
Michael Lewis	Executive Officer	55	2
James Yoder	Executive Officer	23	2
David Seifert	Director, Executive Officer	18	2
W Hamm	Director, Executive Officer	16	2
Velocis Management LLC	Director, Executive Officer	16	2
Velocis Secondary Ugp LLC	Director	8	2
Velocis Secondary Partners IV GP LP	Director	2	1
Velocis Secondary Partners III GP LP	Director	2	1
Velocis Secondary Partners II GP LP	Director	2	1
Vif GP LLC	Executive Officer	1	1

Firm Profile (Form ADV)
Serves	Institutional

Comparable Firms	State	AUM
Elite Capital Management Group LLC ✚		350.9 M
Protocol VC LLC ✚		350.4 M
Trill Impact Advisory Inc ✚	NY	348.2 M
Right Side Capital Management LLC ✚	CA	346.7 M
Booster Asset Management LLC ✚	IL	346.1 M
Jefferies Credit Partners Europe Limited ✚		345.9 M
Guinness Atkinson Asset Management Inc ✚	CA	344.4 M
L C Bhandari & Co ✚		344.3 M
Formula Growth Management Corp ✚	NY	343.5 M
Diameter DCF Advisor LLC ✚	NY	342.6 M

Velocis Management LLC

Assets, Funds, Holdings