Veltra Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,599,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
17
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$270,529
About
Veltra Capital is a registered independent investment adviser that provides discretionary and non‑discretionary portfolio management and related advisory services to high‑net‑worth individuals, corporations, institutions and other entities, generally accepting accounts with a typical minimum of $250,000. The firm focuses on publicly traded equity and debt securities and prepares an individualized investment policy statement for each client to document objectives, time horizon, risk tolerance and asset allocation.
The firm combines fundamental and technical analysis with third‑party macroeconomic research to construct and monitor customized portfolios aimed at capital preservation and appreciation, and performs regular portfolio monitoring and client suitability reviews. Veltra Capital implements asset allocation and security selection based on each client’s profile and may restrict investments per client instructions, acknowledging that restrictions can affect portfolio results.
Noteworthy distinctions include the firm’s use of performance‑based fee arrangements for qualified clients — fees can be up to 20% of capital appreciation above an agreed benchmark with a quarterly high‑water mark mechanism — alongside more common asset‑based management fees. The brochure also discloses work with corporate and institutional clients and a material non‑U.S. exposure in its client base and investment activity (including emerging market and foreign currency risks), and the firm maintains institutional custodian relationships to execute client transactions.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Flat fee arrangements may be negotiated for administrative services, based on project scope, with terms agreed in writing prior to services.
Under $500,000.00 - $500,000.00: 1.50% $500,000.01 - $1,500,000.00: 1.25% $1,500,000.01 - $3,000,000.00: 1.00% $3,000,000.01 - $5,000,000.00: 0.85% $5,000,000.01+: 0.70%
Performance-based fees up to 20% of capital appreciation above a benchmark, charged quarterly for Qualified Clients with at least $1,000,000 AUM or $2,100,000 net worth.
Account minimum: $250,000
Main office location
Veltra Capital
Santa Monica CA, United States
Number of offices
1
Most active in
Veltra Capital has reported serving >5 clients in these states in the last 12 months.
New York
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 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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Quick links
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