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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

VELOCITY CAPITAL ADVISORS LLC

CRD 322722

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1798b13c-c1eb-9578-2ed5-d295a0d19192

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 1
Observed: Aug 11, 2022 to May 12, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

record 0d0be1e3

shared cik

Private Creditcandidate

VELOCITY CAPITAL ADVISORS LLC

Credit provider · name unique adv

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.19 institutional_share=0.81 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $50.7M
SEC number: 801-126541
CIK: 2086981
CRD: 322722
Filings on the tape: 8
First filed: Aug 11, 2022
Latest filed: May 12, 2026
Organised: Limited Liability Company, DE
Website: velocitycapllc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
425 LEXCO LLC	Member	D	yes	03/2022	Aug 11, 2022	Mar 30, 2024
CHANG, GEOFFREY, S	Partner	Na	yes	01/2019	Aug 11, 2022	Mar 30, 2024
CHANG, GEOFFREY, S	Member	C	yes	04/2022	Aug 11, 2022	Mar 30, 2024
LEVY, EDWARD	Member	E	yes	04/2022	Aug 11, 2022	Mar 30, 2024
LEVY, EDWARD	MANAGING PARTNER	Na	yes	01/2019	Aug 11, 2022	Mar 30, 2024
REINSURANCE GROUP OF AMERICA, INCORPORATED	Shareholder	E	yes	06/1995	Aug 11, 2022	Mar 30, 2024
RGA BARBADOS. LTD	Shareholder	E	yes	12/2021	Aug 11, 2022	Mar 30, 2024
Schatz, Alison	CHIEF COMPLIANCE OFFICER	Na	yes	08/2022	Aug 11, 2022	Mar 30, 2024
VELOCITY STRUCTURED SOLUTIONS, LLC	SOLE MEMBER	E	yes	03/2022	Aug 11, 2022	Mar 30, 2024
WELDON SPRING PARTNERS LLC	Member	C	yes	03/2022	Aug 11, 2022	Mar 30, 2024
WELDON SPRING PARTNERS, LLC	Member	C	yes	03/2022	Aug 11, 2022	Mar 30, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.1B	$2.0B	13	12	0	1	n/a
2024	Mar 30, 2025	$1.3B	$1.1B	13	12	0	n/a	n/a
2023	Mar 29, 2024	$818M	$650M	11	9	2	n/a	n/a
2022	Mar 31, 2023	$648M	$500M	8	7	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.1B	$1.3B	58.6%	$648M	48.3%	13	13	0	0

Relationships

Controls (8)

← LEVY, EDWARDOwnerMEMBER, ownership code E, individual
Aug 11, 2022 to Mar 30, 2024factForm ADV
← CHANG, GEOFFREY, SOwnerMEMBER, ownership code C, individual
Aug 11, 2022 to Mar 30, 2024factForm ADV
← Schatz, AlisonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 11, 2022 to Mar 30, 2024factForm ADV
← 425 LEXCO LLCOwnerMEMBER, ownership code D, domestic entity
Aug 11, 2022 to Mar 30, 2024factForm ADV
← REINSURANCE GROUP OF AMERICA, INCORPORATEDOwnerSHAREHOLDER, ownership code E, domestic entity
Aug 11, 2022 to Mar 30, 2024factForm ADV
← RGA BARBADOS. LTDOwnerSHAREHOLDER, ownership code E, foreign entity
Aug 11, 2022 to Mar 30, 2024factForm ADV
← VELOCITY STRUCTURED SOLUTIONS, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Aug 11, 2022 to Mar 30, 2024factForm ADV
← WELDON SPRING PARTNERS LLCOwnerMEMBER, ownership code C, domestic entity
Aug 11, 2022 to Mar 30, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Velocity Capital Advisors Llc reported RAUM $2.1B, up 59% from $1.3B (2025-03-30 to 2026-03-31)
Form ADVobserved 6 days ago
$781M
Occurred
Mar 30, 2025
Regulatory AUM changed
Velocity Capital Advisors Llc reported RAUM $1.3B, up 63% from $818.2M (2024-03-30 to 2025-03-30)
Form ADVobserved 6 days ago
$516M
Occurred
Mar 31, 2023
Regulatory AUM changed
Velocity Capital Advisors Llc reported RAUM $648.0M, down 45% from $1.2B (2022-08-11 to 2023-03-31)
Form ADVobserved 6 days ago
$-522M
Occurred
Aug 11, 2022
First Form ADV filing
Velocity Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1798b13c-c1eb-9578-2ed5-d295a0d19192
First observed: Aug 11, 2022
Last observed: May 12, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VELOCITY CAPITAL ADVISORS LLC

CRD 322722

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1798b13c-c1eb-9578-2ed5-d295a0d19192

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

425 LEXCO LLC

Member

yes

03/2022

Aug 11, 2022

Mar 30, 2024

CHANG, GEOFFREY, S

Partner

yes

01/2019

Aug 11, 2022

Mar 30, 2024

CHANG, GEOFFREY, S

Member

yes

04/2022

Aug 11, 2022

Mar 30, 2024

LEVY, EDWARD

Member

yes

04/2022

Aug 11, 2022

Mar 30, 2024

LEVY, EDWARD

MANAGING PARTNER

yes

01/2019

Aug 11, 2022

Mar 30, 2024

REINSURANCE GROUP OF AMERICA, INCORPORATED

Shareholder

yes

06/1995

Aug 11, 2022

Mar 30, 2024

RGA BARBADOS. LTD

Shareholder

yes

12/2021

Aug 11, 2022

Mar 30, 2024

Schatz, Alison

CHIEF COMPLIANCE OFFICER

yes

08/2022

Aug 11, 2022

Mar 30, 2024

VELOCITY STRUCTURED SOLUTIONS, LLC

SOLE MEMBER

yes

03/2022

Aug 11, 2022

Mar 30, 2024

WELDON SPRING PARTNERS LLC

Member

yes

03/2022

Aug 11, 2022

Mar 30, 2024

WELDON SPRING PARTNERS, LLC

Member

yes

03/2022

Aug 11, 2022

Mar 30, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.1B

$2.0B

n/a

2024

Mar 30, 2025

$1.3B

$1.1B

n/a

2023

Mar 29, 2024

$818M

$650M

n/a

2022

Mar 31, 2023

$648M

$500M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.1B

$1.3B

58.6%

$648M

48.3%