Kelson Asset Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$206M
Discretionary
$206M
100% of AUM
Avg account
$8.2M
Accounts
25
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
315511
Registered since
September 17, 2021
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kelson Asset Management LLC is a compact private-equity focused adviser and pooled-vehicle manager that registered with the SEC in 2021. The firm operates as a limited liability company with a domestic ownership structure and serves institutional clients. Kelson combines sponsor/GP activity with advisory responsibilities—forming and managing pooled private equity vehicles while also serving as a registered representative of a broker-dealer. Its fee model blends fixed management fees with performance-based fees, reflecting typical private-fund economics. The firm does not position itself as an active ESG investor and concentrates on private markets exposure rather than public-market portfolio management. Kelson’s investment activity centers on creating and managing private equity vehicles and deploying capital into private placements and private credit. As sponsor and general partner on pooled vehicles, the firm structures funds, sources deal flow, and oversees portfolio companies or credit positions. Its broker-dealer affiliation and registered-rep status support distribution and capital-raising for those private offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Douglas Dubiel

    Registered RepresentativeCRD 2158031

  • Brian Rathjen

    Brian Rathjen

    Founding Partner & Managing DirectorCRD 2819977

  • Daniel Ledva

    Daniel Ledva

    Founding PartnerCRD 4607231

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth