Kehlet Capital Management, LLC

RIASEC Registered
Total AUM
$3.3M
Discretionary
$3.3M
100% of AUM
Avg account
$299K
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289333
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI81.71%
  • Individuals18.29%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kehlet Capital Management, LLC is a small, owner-operated investment advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and concentrates its investment work on equity markets, favoring exchange‑listed instruments for liquidity and ease of trading. Kehlet Capital Management does not present itself as an ESG investor, is not structured as a multi‑state adviser, and is not positioned as a pension consultant or capital allocator. Strategy and client focus are straightforward: build and manage equity‑centric portfolios for individual and family clients with an emphasis on exchange‑traded equities supplemented by pooled vehicles where appropriate. Custody and trade execution are centralized through a single custodian, which supports active trading of U.S.‑listed stocks and ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • Michael Wright

    Michael Wright

    Founder & Portfolio ManagerCRD 6838529

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth