# Velocis Management, LLC

> Velocis Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 313345
- Filed as: VELOCIS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313345
- AdvisorCensus page: https://advisorcensus.com/firm/velocis-management-llc-dallas-tx-313345

## Quick answers

**How is Velocis Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Velocis Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Velocis Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Velocis Management, LLC located?**
Velocis Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Velocis Management, LLC registered with the SEC or a state?**
Velocis Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 313345.

**How much does Velocis Management, LLC manage?**
Velocis Management, LLC reports $346,356,343 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Velocis Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Velocis Management, LLC: Regulatory assets under management: $164,132,328 in the October 2023 data and $346,356,343 in the October 2026 data, up 111%. Total employees: 16 in October 2023 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Velocis Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Velocis Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313345

**Does Velocis Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Generally, there is no minimum commitment to the limited partnership."

**What changed in Velocis Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 20. Regulatory assets under management went from $272,976,762 to $346,356,343 (+27%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Management fees range from .50% to 1.50%, per annum of the aggregate amount of capital commitments of such Limited Partner, depending on the Fund vehicle.

- Account minimum: None

> Generally, there is no minimum commitment to the limited partnership.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $346,356,343
- Discretionary: $346,356,343
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $346,356,343 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 20 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- velocis.com
- LinkedIn @velocis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | August 15, 2022 |
| October 2023 | $164,132,328 | 16 | June 29, 2023 |
| October 2024 | $268,390,240 | 17 | June 28, 2024 |
| October 2025 | $272,976,762 | 18 | March 27, 2025 |
| October 2026 | $346,356,343 | 20 | March 19, 2026 |

Regulatory assets under management: $164,132,328 in the October 2023 data and $346,356,343 in the October 2026 data, up 111%.
Total employees: 16 in October 2023 and 20 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 20.
- Regulatory assets under management went from $272,976,762 to $346,356,343 (+27%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Velocis Management, LLC (CRD 313345): Form ADV filing data as of October 2026.