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VELOCITY CAPITAL ADVISORS LLC

CRD 322722File 801-126541
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.12B
Top 25% of cohort (national)
Discretionary AUM
$1.98B
Non-discretionary $130.8M
Clients
1
3 accounts
Employees
13
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Sep 9, 2022
Principal office
65 E. 55TH STREET, SUITE 1600, NEW YORK, NY, 10022
Phone
917-204-5967

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.12B
Discretionary AUM
$1.98B
Non-discretionary AUM
$130.8M
Discretionary accounts
2
Non-discretionary accounts
1
Total accounts
3
AUM per client
$2.12B

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$1.71B
Pooled investment vehicles1$400.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)TRANSACTION FEES, ADMINISTRATION/AGENT, AND REFERRAL FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.