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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-22-2021
- Office Locations
- 1
Office Locations
About Veltra Capital
Veltra Capital is a Santa Monica-based registered investment advisor providing personalized portfolio management and financial planning for families and high-net-worth investors, including foreign clients navigating U.S. tax and estate considerations. The firm emphasizes risk-profile-based planning, active opportunity research, and diversification, and can help clients access private equity, hedge funds, and real estate specialists, alongside ESG and philanthropic goals. Client accounts are custodied at Interactive Brokers.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Oscar Henrique Velutini
Owner
- CRD
- --
- Ownership
- 75% or more
MARIA CAROLINA TRAVIESO
Chief Compliance Officer, Founder, Investment Advisor
- CRD
- #6990558
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,716,365 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,716,365 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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