VELOCITY CAPITAL MANAGEMENT LLC
Adviser information for VELOCITY CAPITAL MANAGEMENT LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-125763 |
|---|---|
| SEC ERA File Number | 802-125763 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321641 |
| Legal Entity Identifier | None |
Principal Office
60 COLUMBUS CIRCLE20TH FL
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-680-4299, Fax: None
Chief Compliance Officer
JORN ARNE REES
CO-FOUNDER
60 COLUMBUS CIRCLE
20TH FL
NEW YORK
NY
United States
Tel:
646-701-4293
A****@*************M
(Full email address available in API data)
Industry Affiliates
| VELOCITY CAPITAL GP I LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VELOCITY OPPORTUNITY FUND LP | Private Equity Fund | $45.6M | $5.0M | 45 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ABRAMS, DAVID, MARK | Individual | – | MANAGING MEMBER | 11/2021 | < 5% |
| REES, JORN, ARNE | Individual | – | MEMBER/ CHIEF COMPLIANCE OFFICER | 11/2022 | 5-10% |
| HOWELL, KRISTIN, LESLEE | Individual | – | CHIEF FINANCIAL OFFICER | 01/2023 | < 5% |
| ABRAMS GST EXEMPT 2012 TRUST | Domestic Entity | – | MEMBER | 10/2023 | > 75% |
| DAVINIA ENTERPRISES LTD | Foreign Entity | – | MEMBER | 10/2023 | 10-25% |
| HARTONO, BAMBANG, (NMN) | Individual | DAVINIA ENTERPRISES LTD | BENEFICIAL OWNER | 10/2023 | 25-50% |
| HARTONO, ROBERT, BUDI | Individual | DAVINIA ENTERPRISES LTD | BENEFICIAL OWNER | 10/2023 | 50-75% |
| GUTTMAN, DONNA, KAREN | Individual | – | TRUSTEE - ABRAMS GST EXEMPT 2012 TRUST | 10/2023 | > 75% |
| BERKMAN, PETER, DAVID | Individual | – | TRUSTEE - ABRAMS GST EXEMPT 2012 TRUST | 10/2023 | > 75% |
| GUTTMAN, DONNA, KAREN | Individual | ABRAMS GST EXEMPT 2012 TRUST | TRUSTEE | 10/2023 | |
| BERKMAN, PETER, DAVID | Individual | ABRAMS GST EXEMPT 2012 TRUST | TRUSTEE | 10/2023 |