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Velocis Management, LLC

● SEC registered since 2023CRD 313345SEC# 801-128466Dallas, TX
Export (members)
Ranks #4,394 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$273M
Fund GAV
$214.3M
Private funds
6
Employees
18
Accounts
7
Location
Dallas, TX

Velocis Management, LLC assets under management

Velocis Management, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2023. It reports $273 million in regulatory assets under management and employs 18 people. Velocis Management, LLC manages 6 private funds with combined gross assets of $214.3 million, including Velocis Secondary Partners III Qp, LP. By regulatory assets, it ranks 4,394 of 5,911 private fund managers.

Velocis Management, LLC private funds

6 funds · $214.3M GAV
FundTypeGross assetsMin.
Velocis Secondary Partners III Qp, LPOther Private$113.8M
Velocis Secondary Partners III, LPOther Private$51.1M
Velocis Secondary Partners II, LPOther Private$16.1M
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Velocis Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
David Seifert ControlPartner, Chief Compliance Officer10-25%2014
Fred Hamm ControlManaging Partner10-25%2014
James Yoder ControlPartner10-25%2014
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Frequently asked questions

How much does Velocis Management, LLC manage?

Velocis Management, LLC reports $273 million in regulatory assets under management on its Form ADV.

How many private funds does Velocis Management, LLC manage?

Velocis Management, LLC manages 6 private funds with combined gross assets of $214.3 million.

How many employees does Velocis Management, LLC have?

Velocis Management, LLC reports 18 employees.

Where is Velocis Management, LLC located?

Velocis Management, LLC is based in Dallas, TX and has been SEC-registered since 2023.

Does Velocis Management, LLC disclose fund performance?

Velocis Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3811 Turtle Creek, Suite 1500, Dallas, TX 75219
Phone214-702-0220
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273M
Non-discretionary$0
Total (RAUM)$273M

Service providers

Auditor
Administrator