Kelson Asset Management is a registered investment advisor that provides non-discretionary investment advisory services to private investment funds. These funds are available only to institutional investors and other sophisticated, high-net-worth investors who meet specific eligibility requirements. Kelson Asset Management does not participate in wrap fee programs.
Assets Under Management$230M
Clients21
Advisors3
Avg. per Client$11M
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
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.
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