Unclaimed Profile

Nicholas Rinker

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio

SIE, Series 7CFAClean record9 years registeredVELA INVESTMENT MANAGEMENT, LLC

220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 6717080Firm CRD# 306678

Profile Verification

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

Identity

Nicholas Rinker · NEW ALBANY, OH

Registration

CRD #6717080 · VELA INVESTMENT MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

VELA INVESTMENT MANAGEMENT, LLC

Feb 2022 – present

G2 CAPITAL MANAGEMENT, LLC

May 2017 – Jan 2022

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · May 31, 2017

Years registered · 9

Professional designation · CFA

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 Nicholas Rinker offer?

Nicholas Rinker specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Ohio for a consultation.

What are Nicholas Rinker's credentials?

Nicholas Rinker holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nicholas Rinker located?

Nicholas Rinker is based in NEW ALBANY, Ohio, working with VELA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.

How does Nicholas Rinker charge for services?

Nicholas Rinker'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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