Veltra Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,716,123
Clients
17
Advisors
1
of 1 employees
About
Veltra Capital is a registered independent investment adviser operated by a single advisory professional that provides discretionary and non‑discretionary portfolio management to high‑net‑worth individuals, corporate and institutional entities. The firm delivers ongoing portfolio oversight and prepares individualized investment policy statements that reflect each client’s objectives, time horizon and risk tolerance.
The adviser combines fundamental and technical analysis with third‑party macroeconomic research to invest in publicly traded equity, debt and other marketable instruments across a variety of markets, including exposure to emerging markets and foreign currencies. Portfolios are actively monitored and, when authorized, managed on a discretionary basis and may employ hedging, leverage or derivatives as part of the implementation process.
What distinguishes Veltra Capital from many solo independent advisers is its mix of client types and fee arrangements: the firm serves a notable number of non‑U.S. clients and accepts corporate and institutional accounts in addition to individual investors. It also offers performance‑based compensation arrangements to qualified clients and discloses high‑water‑mark procedures and other controls intended to address the conflicts that can arise from side‑by‑side management.
Client services
Expertise
Fee options
Flat fees for administrative services, negotiated per project and approved in writing
Under $500,000.00 - $500,000.00: 1.50% $500,000.01 - $1,500,000.00: 1.25% $1,500,000.01 - $3,000,000.00: 1.00% $3,000,000.01 - $5,000,000.00: 0.85% $5,000,000.01+: 0.70%
Performance-based fees up to 20% of capital appreciation above a benchmark, charged quarterly, applicable to Qualified Clients
Account minimum: $250,000
Main office
600 1st Ave Ste 330, Pmb 403908
Seattle WA 98104
Advisors at this office
1
Most active in
New York
Also doing business as
Veltra Capital · Veltra LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)