Velocis Management, LLC
● SEC registered since 2023CRD 313345SEC# 801-128466Dallas, TX
Ranks #4,390 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$346.4M
Fund GAV
$346.4M
Private funds
8
Employees
20
Accounts
9
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 $346.4 million in regulatory assets under management and employs 20 people. Velocis Management, LLC manages 8 private funds with combined gross assets of $346.4 million, including Velocis Secondary Partners IV Qp, LP. By regulatory assets, it ranks 4,390 of 6,004 private fund managers.
Velocis Management, LLC private funds
8 funds · $346.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Velocis Secondary Partners IV Qp, LP | Other Private | $131.5M | — |
| Velocis Secondary Partners III Qp, LP | Other Private | $98.8M | — |
| Velocis Secondary Partners III, LP | Other Private | $44.4M | — |
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Join to unlock · $37/moVelocis Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Elliot Seifert Control | Partner | 10-25% | 2014 |
| James Edwin Yoder Control | Partner | 10-25% | 2014 |
| Michael Houseman Gresham | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Velocis Management, LLC manage?
Velocis Management, LLC reports $346.4 million in regulatory assets under management on its Form ADV.
How many private funds does Velocis Management, LLC manage?
Velocis Management, LLC manages 8 private funds with combined gross assets of $346.4 million.
How many employees does Velocis Management, LLC have?
Velocis Management, LLC reports 20 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
| Address | 3811 Turtle Creek, Suite 1500, Dallas, TX 75219 |
| Phone | 214-702-0220 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$346.4M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
AUM vs fund managersTop 73%
Larger than 27% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$346.4Mregulatory AUM
Discretionary $346.4M