Kehlet Capital Management, LLC
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 a small, owner-operated investment advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and concentrates its investment work on equity markets, favoring exchange‑listed instruments for liquidity and ease of trading. Kehlet Capital Management does not present itself as an ESG investor, is not structured as a multi‑state adviser, and is not positioned as a pension consultant or capital allocator. Strategy and client focus are straightforward: build and manage equity‑centric portfolios for individual and family clients with an emphasis on exchange‑traded equities supplemented by pooled vehicles where appropriate. Custody and trade execution are centralized through a single custodian, which supports active trading of U.S.‑listed stocks and ETFs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
1 of 1
Michael Wright
Founder & Portfolio ManagerCRD 6838529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations