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Velocity Capital Advisors LLC

SEC Registered

Leading the Way in Liquidity Solutions

New York, NYhttps://velocitycapllc.com917-204-5967
Assets Under Management
$1B–$5B
Employees
13
Office Locations
1 office
Total Accounts
3

About the firm

Velocity Capital Advisors provides cost-effective, long-term capital to help sponsors of any fund type or sector enhance returns, optimize portfolio company balance sheets, or create liquidity for growth, succession planning or distributions. They manage multiple pools of capital dedicated to providing highly-customized non-dilutive debt and preferred equity financing for alternative asset managers. Their financings are typically cross-collateralized by fund Net Asset Value or management company key assets.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

NAV FinancingManagement Company LoansPreferred EquityDebt FinancingLiquidity SolutionsAlternative Asset ManagersPrivate EquityHedge FundsVenture CapitalReal EstateContinuation Funds+1 more

Services

Non-dilutive debt and preferred equity financing solutions including concentrated NAV facilities, broadly diversified NAV financings, management company loans, and continuation fund financings, with variable draw and repayment features, a full spectrum of loan to value attachment points, and both cash and PIK interest options.

Who they serve

Sponsors of any fund type or sector, including alternative asset managers such as private equity funds, fund of funds, growth capital, hedge funds, venture capital, real estate, and credit-oriented strategies.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$401M

Leadership

Llc Velocity Structured Solutions
SOLE MEMBER
425 Lexco Llc
MEMBER
Weldon Spring Partners Llc
MEMBER
Geoffrey S Chang
MEMBER
Edward Levy
MEMBER
Llc Weldon Spring Partners
MEMBER
Edward Levy
MANAGING PARTNER
Geoffrey S Chang
PARTNER
Rga Barbados. Ltd
SHAREHOLDER
Incorporated Reinsurance Group Of America
SHAREHOLDER
Alison Schatz
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#322722
SEC Number
801-126541
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other
Asset tierAnnual rate
Management Fee Range0.38%
Management Fee Range1.00%

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Velocity Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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