KELSON CAPITAL LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
149477
Registered since
September 3, 2009

Firm profile

FINTRX

Overview

Kelson Capital LLC is organized as a limited liability company and has been SEC‑registered since 2009. Ownership is split between a domestic entity and an individual. The firm is listed as "unclassified" in the available data and is not identified as a capital allocator. It does not report active ESG integration and is not flagged as a multi‑state adviser, newly formed adviser, pension consultant, or related adviser in the FINTRX snapshot.

Assets & Accounts

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

Contacts

3 of 11
  • WILLIAM BONNER

    Managing DirectorCRD 2332482

  • ROBERT PAGE

    CRD 2060047

  • THOMAS BARLETTA

    SalesCRD 5463917

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
2 Ravenglass Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth