Kelson Capital LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
10
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 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

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 10
  • William Bonner

    Managing DirectorCRD 2332482

  • Robert Page

    CRD 2060047

  • Thomas Barletta

    Thomas Barletta

    SalesCRD 5463917

Unlock 7 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