Veltra Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,716,123
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
18% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$336,243
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
Portfolio management
Expertise
Active portfolio management
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 location
Veltra Capital
600 1 St Ave Ste 330, Pmb 403908
Seattle WA 98104, United States
Number of offices
1
Most active in
Veltra Capital has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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