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 is recorded as an SEC-registered adviser since 2009. The ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as "unclassified" in FINTRX data and flags that it is not a capital allocator. Available metadata indicates Kelson Capital is not identified as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. The firm has not provided details on its client segmentation, fee schedule, specific business activities, or advisory strategies in the source profile.

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
  • Thomas Barletta

    Thomas Barletta

    SalesCRD 5463917

  • Daniel Ledva

    Daniel Ledva

    Founding PartnerCRD 4607231

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

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