Daniel Ledva is a registered investment advisor at Kelson Asset Management LLC, based in Stamford, CT, with 23 years of industry experience. Daniel 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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Daniel is a co-founder and Senior Managing Director at Kelson Group I, LLC, focusing on consulting and business development, dedicating a few hours per week. He also co-founded Kelson Capital, LLC, spending a significant amount of time on business development and distribution for institutional money managers, and is an advisor to the Gene Carpenter Foundation, spending minimal time reviewing scholarships. Daniel is also a member of Sewell Partners, LLC for passive investments and is involved with KAM, an RIA, dedicating a few hours per week.
Employment History
Current Registrations
Kelson Asset Management LLC
Kelson Capital LLCBroker
Previous Registrations
Roberts & Ryan, INC.Broker
Marwood Group
Marwood Alternative Asset Management LLCBroker
Marwood GroupBroker
State Registrations13 states
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