Kelp Capital LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Seattle, Washington
CRD number
135079
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kelp Capital LLC is a privately held institutional RIA organized as an LLC and owned by an individual. The firm serves institutional clients and operates with a fee model that combines a percentage of assets under management with performance-based fees. Its regulatory and operational footprint includes commodity pool operator/commodity trading advisor (CPO/CTA) activity and portfolio management for pooled investment vehicles. Kelp Capital is not positioned as a third-party capital allocator and does not identify as an active ESG investor. The firm’s business roles extend beyond advisory duties: its activities include sponsoring and acting as a general partner or managing member of pooled vehicles and interacting with broker-dealer channels. It is not a multi-state adviser and is not described as a pension consultant or a related adviser to other firms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jeffrey Feinglas

    COOCRD 4618380

Contacts

1 of 1
  • Andrew Myers

    Andrew Myers

    FounderCRD 4698288

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
140 Lakeside Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth