Unclaimed Profile

Brian Hilderbrand

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio

Clean record5 years registeredVELA INVESTMENT MANAGEMENT, LLC

220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 7371793Firm CRD# 306678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Hilderbrand · NEW ALBANY, OH

Registration

CRD #7371793 · VELA INVESTMENT MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VELA INVESTMENT MANAGEMENT, LLC

VELA INVESTMENT MANAGEMENT, LLC

Jul 2021 – Oct 2024

NEW ALBANY, OH

Registrations & Exams

Registration record

First registered · July 6, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VELA INVESTMENT MANAGEMENT, LLC

CRD 306678 · SEC 801-119022

AUM

$398M

Regulatory assets under management

Employees

278 client accounts

Services offered by VELA INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at VELA INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Hilderbrand offer?

Brian Hilderbrand specializes in Financial Planning, Investment Management.

What are Brian Hilderbrand's credentials?

Brian Hilderbrand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Hilderbrand located?

Brian Hilderbrand is based in NEW ALBANY, Ohio, last registered with VELA INVESTMENT MANAGEMENT, LLC.

How does Brian Hilderbrand charge for services?

Brian Hilderbrand's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: minimum fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VELA INVESTMENT MANAGEMENT, LLC?

VELA INVESTMENT MANAGEMENT, LLC has approximately 25 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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