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Acela Capital Management, LLC (Cupertino)


Acela Capital Management, LLC is a related adviser based in Cupertino. It manages $19.83 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.




Acela Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Acela Capital Management: assets under management

The assets under management (AUM) of Acela Capital Management, LLC is $19.83 million. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.22 million in discretionary accounts and $2.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $717.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $868.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Acela Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cupertino

The principal office where Acela Capital Management, LLC performs its advisory services is located at 20380 Town Center Lane, Cupertino, CA 95014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-861-9888 or by fax (408) 861-9887. The normal business hours are 9:00 a.m. - 4:00 p.m.. on Monday - Friday.


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