AUMdb

Velouria Capital Management Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 166377 · · twitter.com
☆ Save with Pro ADV data as of May 05, 2022
Regulatory AUM
$0
Discretionary
$0
Clients
6
Avg AUM / client
Accounts
0
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 6

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Max Christian Peters Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/05/2022 997 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2022.

View current Form ADV (SEC/IAPD) ↗