Kelson Capital LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
11
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 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

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 11
  • William Bonner

    Managing DirectorCRD 2332482

  • Robert Page

    CRD 2060047

  • Thomas Barletta

    Thomas Barletta

    SalesCRD 5463917

Unlock 8 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