VELA INVESTMENT MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $562.9M |
| Discretionary | $562.9M100% of AUM |
| Non-Discretionary | $88K |
| Client Accounts | 346 |
| Avg Account Size | $1.6M |
| Employees | 29 |
| Peak AUM | $562.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $563M | +15.8% | +16.7% | +33.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $562.9M |
| Discretionary | $562.9M |
| Employees | 29 |
| Client Accounts | 346 |
| Client Range | 0 |
Contact & Location
Address
220 MARKET STREET SUITE 208
NEW ALBANY OH 43054
Phone
(614) 653-8352
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$563M
100.0% of AUM
Non-Discretionary
$88,218
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported