Unclaimed Profile

Shaun Steiger

VELA INVESTMENT MANAGEMENT, LLC·NEW ALBANY, Ohio

Clean record2 years registeredVELA INVESTMENT MANAGEMENT, LLC

220 MARKET STREET SUITE 208, NEW ALBANY, OH 43054CRD# 7715189Firm CRD# 306678

Profile Verification

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

Identity

Shaun Steiger · NEW ALBANY, OH

Registration

CRD #7715189 · VELA INVESTMENT MANAGEMENT, LLC · 2 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

Jan 2024 – Mar 2026

NEW ALBANY, OH

Registrations & Exams

Registration record

First registered · January 23, 2024

Years registered · 2

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 Shaun Steiger offer?

Shaun Steiger specializes in Financial Planning, Investment Management.

What are Shaun Steiger's credentials?

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

Where is Shaun Steiger located?

Shaun Steiger is based in NEW ALBANY, Ohio, last registered with VELA INVESTMENT MANAGEMENT, LLC.

How does Shaun Steiger charge for services?

Shaun Steiger'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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