V
Velouria Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$0
About
Velouria Capital Management serves individual investors, including IRA rollovers and taxable accounts, and generally works with clients who maintain under $250,000 in investable assets. The firm provides diversified portfolio development, discretionary portfolio management, and ongoing monitoring, and allows clients to impose restrictions on certain types of investments.
The firm’s investment approach uses a proprietary combination of fundamental and technical analysis and may employ short-term purchases and relatively frequent trading to pursue market opportunities; it notes that tax efficiency is not a primary objective and recommends clients consult tax professionals. When authorized, the firm exercises discretionary trading authority and identifies Interactive Brokers among recommended custodians for execution and custody.
Several operational features are noteworthy: the brochure reports a very small client base (six clients) and zero assets under management, which may indicate a light operational scale and room for individualized account arrangements or fee negotiations. The firm also does not vote client proxies, forwards proxy materials to clients for voting, and states it may, at its discretion, assume transaction or custodial costs in certain arrangements—practices that differ from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 0.75% $1,000,000+: 0.65%
Account minimum: $25,000
Main office location
Velouria Capital Management LLC
Cohasset MN, United States
Number of offices
1
Most active in
Velouria Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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