Kehlet Capital Management, LLC
RIAState Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$299K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289333
- Website
- kehletcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.71%
- Individuals18.29%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kehlet Capital Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses and charges fees based on a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dance Investment Partners, LLC
RIASt George, UT
AUM $3.3MTEAM 1REPS 1
The Spinelli Group LLC
RIAAUM $3.3MREPS 1
A.E.I. Financial Group
RIASanta Rosa, CA
AUM $3.3MTEAM 1REPS 1
Masdevallia LLC
RIAAUM $3.3MTEAM 1REPS 1
Wealthier Way, LLC
RIAAUM $3.3MTEAM 1REPS 1
Hill-Top Financial Planning, LLC
RIAAUM $3.3MTEAM 1REPS 1