This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Ridge element
- Established Date
- 05-25-2010
- Office Locations
- 1
Office Locations
About Acela Capital Management, LLC
Acela Capital Management provides investment management and independent consulting for individuals, families, institutions, and corporations. Portfolios are tailored to client risk profiles with a globally diversified, multi-asset approach focused on preservation and long-term growth, grounded in mean reversion, value, and diversification with continuous risk monitoring and proactive adjustments. A key specialty is diversification and hedging for concentrated stock positions.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ZHAOZHU NMN GE
Chief Executive Officer, Managing Member
- CRD
- #5248801
- Ownership
- 50% but less than 75%
ZHAOHUI NMN LI
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4748599
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,796,805 | -- |
| Non-Discretionary | $10,295,592 | -- |
| Total | $38,092,397 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $38,092,397
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $61,796,388 | 4.9% |
| U.S. Government/Agency | $190,433,766 | 15.1% |
| Cash | $256,013,607 | 20.3% |
| Corporate - Investment Grade | $307,720,788 | 24.4% |
| Municipal Bonds | $131,159,680 | 10.4% |
| Public Funds | $314,026,542 | 24.9% |
| Total | $1,261,150,771 | 100.0% |