NELSON CAPITAL MANAGEMENT INC
CRD #105660 SEC #801-10039 PALO ALTO, CA 650-493-1000
SEC Registered
Total AUM
$668.9M
Discretionary
$630.9M
Employees
--
Clients
101
Accounts
850
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROBERTS, BRIAN, PATRICK | I | DIRECTOR | NA | Control |
| ROBERTS, BRIAN, PATRICK | I | DIRECTOR | NA | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT/DIRECTOR | C | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT/DIRECTOR | C | Control |
| RAMAR, SUANNE, MARIE | I | DIRECTOR | C | Control |
| TOWNLEY, SUANNE, MARIE | I | DIRECTOR | C | Control |
| MALNICK, CAROL, FELTON | I | SECRETARY, DIRECTOR | B | Control |
| MALNICK, CAROL, FELTON | I | SECRETARY, DIRECTOR | B | Control |
| BOORD, WILLIAM, G | I | TREASURER, DIRECTOR | A | Control |
| BOORD, WILLIAM, G | I | TREASURER, DIRECTOR | A | Control |
Registrations
Federal
IA
Mar 29, 2002 REGISTERED
Notice Filings (5)
CA FL NV OR VA
Address
1860 EMBARCADERO ROAD, STE 140PALO ALTO, CA 94303-3320
USA
Phone: 650-493-1000