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Building 2KELSON ASSET MANAGEMENT LLC

Map pin
Phone917-691-8007
NotebookSEC #801-122346
Total AUM
$205.6M
Employees
4
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
917-691-8007

ReceiptFinancials

Total AUM
$205.6M
Accounts
25
Discretionary
$205.6M
Accounts
25
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
25
AUM
$205.6M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDEFLNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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