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VELOCITY CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 321641 · IAPD ↗ · 212-540-7133

$598.2MRegulatory AUM
8Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — VELOCITY CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($256.4M -> $598.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
April 2025 — VELOCITY CAPITAL MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $256.4M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.