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 reported as a combination of a domestic entity and an individual. The firm is classified as unclassified in the available data. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, is not newly formed, and does not report pension consulting services or a related adviser relationship.
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 10
Thomas Barletta
SalesCRD 5463917
Daniel Ledva
Founding PartnerCRD 4607231
Daniel Beaton
FinOpCRD 4240769
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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