Douglas Dubiel
Douglas Dubiel is a registered investment advisor at Kelson Asset Management LLC, based in Hobe Sound, FL, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 21 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelson Asset Management manages private investment funds and charges fees as described in the fund's offering documents. These fees include performance-based fees. Co-investments are also charged based on various factors.
Location
Hobe Sound, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Douglas is the Chief Operating Officer of Seekr Technology, LLC, a technology company focused on news and search. He spends nearly full-time hours on this activity, including nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Kelson Asset Management LLC
Curtis Point Capital
Curtis Point CapitalBroker
Previous Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.