Kelson Asset Management LLC
Kelson Asset Management LLC is an SEC-registered asset manager with $205.6M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Kelson Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315511, SEC 801-122346, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $205.6M (2026-03-31)
- Firm type
- Asset Manager
- Employees
- 4
- Clients
- 25
- CRD
- 315511
- Ownership
- LEDVA, DANIEL, JOSEPH; RATHJEN, BRIAN, ALBERT; MERLO, KENNETH; KELSON GROUP; BR INDUSTRIES
How much AUM does Kelson Asset Management LLC have?
Kelson Asset Management LLC reported $205.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kelson Asset Management LLC?
Disclosed owners and executives of Kelson Asset Management LLC include LEDVA, DANIEL, JOSEPH, RATHJEN, BRIAN, ALBERT, MERLO, KENNETH, KELSON GROUP, BR INDUSTRIES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.