A complete list of active advisors currently associated with Velmark Capital Management LLC
Warmer can help you find a great advisor at Velmark Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Velmark Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 1
|
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