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 SEC-registered since 2009. Publicly available descriptors list the owner type as a combination of a domestic entity and an individual. The firm's classification in the source data is "unclassified," and the record does not provide detail about its specific advisory or business activities. It is not identified as a multi-state adviser or a newly formed adviser in the dataset.

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