Acela Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families. The firm manages roughly $38 million in client assets across a small client base and may delegate portions of client assets to Independent Managers when appropriate.
Its investment approach emphasizes mean reversion, value, and diversification, using both fundamental and technical analysis to construct globally diversified portfolios that can include mutual funds, ETFs, individual securities, options and the securities components of variable annuities. The firm supplements analyst judgment with third‑party analytical tools and proprietary algorithms that incorporate artificial intelligence and machine learning to support data analysis, risk monitoring and portfolio construction.
Noteworthy features include the explicit use of AI-supported models and a documented Incident Response Program and information-security procedures, which the firm highlights in its disclosures. The firm also does not vote client proxies (clients retain voting responsibility) and discloses that it may share fees with third‑party money managers it recommends, a referral arrangement it monitors for conflicts.
Client services
Expertise
Fee options
0.50% to 1.5% annually depending on asset size and services
Main office
520 Valencia Drive
Los Altos CA 94022
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
Zhaohui L
Series 66
Los Altos, CA
Acela Capital Management, LLC
Zhaohui Li is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Acela Capital Management since 2010. Acela provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach incorporates mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models to construct globally diversified portfolios.
Zhaozhu G
Series 66
Los Altos, CA
Acela Capital Management, LLC
Zhaozhu Ge is a financial advisor at Acela Capital Management, LLC in Los Altos, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Acela Capital Management since 2010. Acela Capital Management provides discretionary and non-discretionary portfolio management and integrated financial planning to individuals and high-net-worth families, managing approximately $38 million in client assets. The firm’s investment approach combines mean reversion, value, and diversification, utilizing both fundamental and technical analysis alongside AI-supported models and proprietary algorithms.
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