Brian Rathjen is a registered investment advisor at Kelson Asset Management LLC, based in Stamford, CT, with 27 years of industry experience. Brian 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
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a Senior Managing Director at Kelson Group I, LLC, a consulting firm, dedicating a few hours per week. He also serves as a Trustee on the ULC Pension Plan, manages BR Industries for personal investments, dedicates a significant amount of time to KAM RIA, and is a board member at Boulder Crest.
Employment History
Current Registrations
Kelson Asset Management LLC
Kelson Capital LLCBroker
Previous Registrations
Roberts & Ryan, INC.Broker
Marwood Alternative Asset Management LLCBroker
Marwood Group
Marwood GroupBroker
Prudential Securities IncorporatedBroker
State Registrations6 states
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