Acela Capital Management, LLC

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Client assets under management

$38,092,397

Clients

89% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,004,863

About

Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families. The firm manages roughly $38 million in client assets across a small client base and may delegate portions of client assets to Independent Managers when appropriate.

Its investment approach emphasizes mean reversion, value, and diversification, using both fundamental and technical analysis to construct globally diversified portfolios that can include mutual funds, ETFs, individual securities, options and the securities components of variable annuities. The firm supplements analyst judgment with third‑party analytical tools and proprietary algorithms that incorporate artificial intelligence and machine learning to support data analysis, risk monitoring and portfolio construction.

Noteworthy features include the explicit use of AI-supported models and a documented Incident Response Program and information-security procedures, which the firm highlights in its disclosures. The firm also does not vote client proxies (clients retain voting responsibility) and discloses that it may share fees with third‑party money managers it recommends, a referral arrangement it monitors for conflicts.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

0.50% to 1.5% annually depending on asset size and services

Main office location

Acela Capital Management, LLC

520 Valencia Drive

Los Altos CA 94022, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 415-299-7758

Advisors at this firm

Zhaohui L

Series 66

Los Altos, CA

Acela Capital Management, LLC

Zhaohui Li is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Acela Capital Management since 2010. Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach incorporates mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models to construct globally diversified portfolios.

Active portfolio management Concentrated stock management Options & derivatives strategies

Zhaozhu G

Series 66

Los Altos, CA

Acela Capital Management, LLC

Zhaozhu Ge is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Acela Capital Management since 2010. Acela Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach combines mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models and proprietary algorithms.

Active portfolio management Concentrated stock management Options & derivatives strategies

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