Kell Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334669
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles53.33%
- HNWI46.67%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kell Capital, LLC is a small, Pennsylvania-based investment adviser organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Its pricing combines a percentage-of-assets-under-management model with the ability to charge performance-based fees. Kell Capital also lists business activity as a seller of other financial products. The firm does not identify as an active ESG investor and does not operate as a multisite adviser.
Assets & Accounts
Public Holdings
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
Location
, null
Location
, null
Headquartered in , null.
- Office locations