VELOS PARTNERS MANAGEMENT, LLC
Adviser information for VELOS PARTNERS MANAGEMENT, LLC last updated from Form ADV on February 15th, 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 | 802-79543 |
|---|---|
| SEC ERA File Number | 802-79543 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 168308 |
| Legal Entity Identifier | None |
Principal Office
9360 SW 59TH AVENUEPINECREST
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 305-771-1960, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| VELOS PARTNERS FUND I, L.P. | Venture Capital Fund | $11.4M | $0.0M | 42 |
| VELOS PARTNERS HTM II, L.P. | Venture Capital Fund | $2.3M | $0.0M | 3 |
| VELOS PARTNERS HTM, L.P. | Venture Capital Fund | $3.1M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BAILEY, JAMES, HUNTER | Individual | – | MANAGER AND MEMBER OF VELOS PARTNERS MANAGEMENT, LLC | 01/2013 | 25-50% |
| BAILEY, JAMES, HUNTER | Individual | – | MANAGER AND MEMBER OF VELOS PARTNERS GP, LLC | 05/2013 | 25-50% |
| GANGULY, SAMRAT | Individual | – | MANAGER AND MEMBER OF VELOS PARTNERS MANAGEMENT, LLC | 10/2014 | 25-50% |
| GANGULY, SAMRAT | Individual | – | MANAGER AND MEMBER OF VELOS PARTNERS GP, LLC | 10/2014 | 25-50% |
| MITTAL, KARAN | Individual | – | MANAGER AND MEMBER VELOS PARTNERS MANAGEMENT, LLC | 09/2020 | < 5% |
| MITTAL, KARAN | Individual | – | MANAGER AND MEMBER OF VELOS PARTNERS GP, LLC | 09/2020 | < 5% |