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 registered with the SEC since 2009. FINTRX classifies the firm as "Unclassified" and lists its ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not self-report as an active ESG investor. Other firm-level designations on record indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. Specifics about client segments, fee schedules, and core advisory activities are not provided in the source data.
Assets & Accounts
Investments & Alternatives
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 11William 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
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