KELSON ASSET MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $205.6M |
| Discretionary | $205.6M100% of AUM |
| Client Accounts | 25 |
| Avg Account Size | $8.2M |
| Employees | 4 |
| Peak AUM | $226.5MMar 2025 |
AUM by Client Type
Total AUM
$206M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $206M | 9.2% | +5.8% | — | |
| Discretionary AUM | $206M | ||||
Key Metrics
| Total AUM | $205.6M |
| Discretionary | $205.6M |
| Employees | 4 |
| Client Accounts | 25 |
| Client Range | 0 |
Contact & Location
Phone
917-691-8007
Filing History
11 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$206M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 100.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodyAudited Financials
Other Registrations
Broker-DealerRegistered Rep
Related Entities (Item 7)
Broker-DealerLaw Firm