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Vela Investment Management, LLC

● SEC registered since 2020CRD 306678SEC# 801-119022New Albany, OH
Export (members)
Reg. AUM
$562.9M
Employees
29
Accounts
346
Location
New Albany, OH

Vela Investment Management, LLC assets under management

Vela Investment Management, LLC operates as an SEC-registered investment adviser based in New Albany, OH. The firm has been registered since 2020. It reports $562.9 million in regulatory assets under management and employs 29 people.

Vela Investment Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Jason Downey ControlMember, Portfolio Manager & Research Analyst10-25%2020
Jason Richard Job ControlMember, Cfo & Portfolio Manager5-10%2019
Jeannette McDonald Hubbard ControlMember, Portfolio Manager & Research Analyst5-10%2020
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Frequently asked questions

How much does Vela Investment Management, LLC manage?

Vela Investment Management, LLC reports $562.9 million in regulatory assets under management on its Form ADV.

How many employees does Vela Investment Management, LLC have?

Vela Investment Management, LLC reports 29 employees.

Where is Vela Investment Management, LLC located?

Vela Investment Management, LLC is based in New Albany, OH and has been SEC-registered since 2020.

Does Vela Investment Management, LLC disclose fund performance?

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

Contact & registration

Address220 Market Street Suite 208, New Albany, OH 43054
Phone(614) 653-8352
FaxN/A
Office hours9:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1895612
Discloses disciplinary historyNo

Regulatory AUM

$562.9M▲ 16%
Mar '25 — $486.2MApr '25 — $486.2MMay '25 — $486.2MJun '25 — $486.2MJul '25 — $486.2MAug '25 — $486.2MSep '25 — $486.2MOct '25 — $486.2MNov '25 — $486.2MDec '25 — $486.2MJan '26 — $486.2MFeb '26 — $486.2MMar '26 — $562.9MApr '26 — $562.9MMay '26 — $562.9MJun '26 — $562.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers

Assets under management

$562.9Mregulatory AUM
Discretionary $562.9MNon-discretionary $88K