Velocity Capital Advisors Llc
- Regulatory AUM
- $2.1B
- Discretionary
- $2.0B
- Clients
- 1
- Avg AUM / client
- $2.1B
- Accounts
- 3
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $401M | 18.9% |
| Insurance companies | Fewer than 5 clients | $1.7B | 81.1% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chang, Geoffrey, S | Member | Jan 2019 (8y) | ≈ 9.38% – 37.5% via 425 Lexco Llc | |
| Levy, Edward | Member | Jan 2019 (8y) | ≈ 28.13% – 75% via 425 Lexco Llc | |
| Schatz, Alison | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Velocity Structured Solutions, Llc | Sole Member | Mar 2022 | A | 75% or more |
| Weldon Spring Partners, Llc | Member | Mar 2022 | A | 25% – 50% |
| Rga Barbados. Ltd | Shareholder | Dec 2021 | B | ≈ 14.06% – 50% via Weldon Spring Partners Llc |
| Reinsurance Group Of America, Incorporated | Shareholder | Jun 1995 | B | ≈ 10.55% – 50% via Rga Barbados. Ltd |
| 425 Lexco Llc | Member | Mar 2022 | B | ≈ 37.5% – 75% via Velocity Structured Solutions, Llc |
| Weldon Spring Partners Llc | Member | Mar 2022 | B | ≈ 18.75% – 50% via Velocity Structured Solutions, Llc |
Estimated effective ownership (look-through of filed bands):
- Chang, Geoffrey, S: 25% – 50% of 425 Lexco Llc × 50% – 75% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Levy, Edward: 75% – 100% of 425 Lexco Llc × 50% – 75% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Rga Barbados. Ltd: 75% – 100% of Weldon Spring Partners Llc × 25% – 50% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Reinsurance Group Of America, Incorporated: 75% – 100% of Rga Barbados. Ltd × 75% – 100% of Weldon Spring Partners Llc × 25% – 50% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- 425 Lexco Llc: 50% – 75% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Weldon Spring Partners Llc: 25% – 50% of Velocity Structured Solutions, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.24 MB | 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
- • Performance-based fees
- • Other fees
- • TRANSACTION FEES, ADMINISTRATION/AGENT, AND REFERRAL FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having 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 12, 2026.
View current Form ADV (SEC/IAPD) ↗