Kelson Capital LLC
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 149477
- Registered since
- September 3, 2009
Firm profile
FINTRXOverview
Kelson Capital LLC is organized as a limited liability company and has been SEC-registered since 2009. Ownership is recorded as a combination of a domestic entity and an individual. The firm's regulatory classification on file is listed as unclassified. The FINTRX snapshot flags several operational attributes: Kelson Capital does not act as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, is not a pension consultant, and has no related adviser noted. The source file does not provide descriptive detail about the firm’s advisory activities, fee schedules, or target client segments.
Assets & Accounts
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
Contacts
3 of 10William Bonner
Managing DirectorCRD 2332482
Robert Page
CRD 2060047

Thomas Barletta
SalesCRD 5463917
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
The Bank Street Group L.L.C.
Broker-DealerStamford, CT
Tourmaline Partners, LLC
Broker-DealerStamford, CT
Natwest Markets Securities Inc.
Broker-DealerStamford, CT
AMG Distributors, Inc.
Broker-DealerStamford, CT
Stock Securities LLC
Broker-DealerStamford, CT
Aldwych Securities LLC
Broker-DealerStamford, CT