Velmark Capital Management LLC
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About
Velmark Capital Management provides customized, active investment management and financial and markets advisory services to individuals, families and institutions through bespoke, discretionary separately managed accounts. The firm combines portfolio management with financial planning and market advice and, unusually for a small independent adviser, is also registered as a Commodity Trading Advisor with the CFTC and a member of the NFA, enabling futures, commodity and FX strategies for clients who meet Qualified Eligible Person requirements.
The firm constructs each account around a client-specific Investment Management Agreement and Investment Policy Statement, using both systematic and discretionary analysis to implement long, short and spread positions across equities, preferreds, REITs, ETFs, options, futures, currencies and U.S. Treasury bonds. Velmark emphasizes individualized tax-aware portfolio construction, ramp‑up/ramp‑down execution, and one‑off solutions (liquidation, hedging, equity‑compensation and Roth conversion work), and it discloses routine use of derivatives, margin borrowing and variable leverage as part of its active trading approach.
Distinctive features relative to many peers include the CTA registration together with practices that are statistically uncommon for independent firms: using derivatives and borrowing inside separately managed accounts, offering performance‑based fee arrangements to qualified clients, and a stated practice of publishing anonymized performance (and occasionally publicizing performance results). Prospective clients should note these characteristics typically require Accredited/Qualified Client or QEP eligibility and entail the operational, margin‑call and leverage risks associated with derivative‑intensive strategies.
Client services
Expertise
Fee options
Expected annual fixed fees of $3,500 for Investment Management tier and $10,000 for Premium Investment and Wealth Management tier; fixed fees paid monthly in arrears.
$0+: Fixed rate fees vary by bespoke account strategy from 0.25% to 0.95% annually based on Table 5.B.1 (fixed fee option) $0+: Performance-based fees available with fixed fees from 0.10% to 0.50% annually plus performance fees of 15%-20% depending on strategy (see Table 5.B.2) Not specified - Not specified: Customized Solutions fees range from 0.15% to 2.5% as one-time fees depending on service (see Table 5.B.3)
Typically $350 per hour for advisory services outside investment management with a $3,500 minimum fee and non-refundable retainer.
Performance fees apply to certain strategies alongside fixed fees, ranging from 15% to 20% of profits with specified hurdles; only available to Qualified Clients.
Account minimum: $50,000 to $200,000 (varies by bespoke account design) Minimum fee: Minimum annual advisory fee of $3,500 for Investment Management service tier; Premium Investment and Wealth Management tier has expected annual fixed fees of $10,000; minimum fees of $3,500 generally apply for advisory-only clients. Fee-only: Advisory-only clients pay $350 per hour with a $3,500 minimum fee and non-refundable retainer.
Main office
580 California Street, Suite 1200
San Francisco CA 94104
Advisors at this office
1
Most active in
California · New York · Texas
Disclosures
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Business activities & affiliations
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
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