Kelson Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 315511
- Registered since
- September 17, 2021
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Kelson Asset Management LLC is a compact private-equity focused adviser and pooled-vehicle manager that registered with the SEC in 2021. The firm operates as a limited liability company with a domestic ownership structure and serves institutional clients. Kelson combines sponsor/GP activity with advisory responsibilities—forming and managing pooled private equity vehicles while also serving as a registered representative of a broker-dealer. Its fee model blends fixed management fees with performance-based fees, reflecting typical private-fund economics. The firm does not position itself as an active ESG investor and concentrates on private markets exposure rather than public-market portfolio management. Kelson’s investment activity centers on creating and managing private equity vehicles and deploying capital into private placements and private credit. As sponsor and general partner on pooled vehicles, the firm structures funds, sources deal flow, and oversees portfolio companies or credit positions. Its broker-dealer affiliation and registered-rep status support distribution and capital-raising for those private offerings.
Assets & Accounts
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
Contacts
3 of 3Douglas Dubiel
Registered RepresentativeCRD 2158031
Brian Rathjen
Founding Partner & Managing DirectorCRD 2819977
Daniel Ledva
Founding PartnerCRD 4607231
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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