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KELSON ASSET MANAGEMENT LLC
CRD 315511 · SEC 801-122346
DE, United States
Phone
917-691-8007
Fax
917-591-1593
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$205.6M
Discretionary AUM
$205.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 25 | $205.6M |
States served
DE, NY, CT, FL
Official SEC filing: View on IAPD