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Building 2NELSON CAPITAL MANAGEMENT, LLC

Map pinMENLO PARK, CA
Phone(650) 322-4000
NotebookSEC #801-62601
Total AUM
$810.8M
Employees
10
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
545 MIDDLEFIELD ROAD
SUITE 200
MENLO PARK
CA 94025
United States
Operating Hours
7:30AM - 4:30 PM
Monday - Friday
Phone
(650) 322-4000

ReceiptFinancials

Total AUM
$810.8M
Accounts
685
Discretionary
$810.8M
Accounts
685
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$3M
HNW Individual Clients
178
AUM
$706M
Charitable Organization Clients
13
AUM
$77.7M
Investment Advisor Clients
2
AUM
$24M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONENHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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