CRD: 311441
Velmark Capital Management LLC
$27.6M Total AUM
$27.6M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-23-2025
- Office Locations
- 1
Office Locations
580 California Street Suite 1200 SAN Francisco CA
About Velmark Capital Management LLC
Velmark Capital Management LLC is a SAN Francisco-based RIA. The firm has been operating for 1 years. Managing $27.6M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers and JP Morgan.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DONALD ANDREW BUSSMANN
Chief Investment Officer, FOUNDER
- CRD
- #4233371
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,596,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,596,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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