NELSON CAPITAL MANAGEMENT, LLC
Legal name: NELSON CAPITAL MANAGEMENT
CRD #123513 SEC #801-61664 FOSTER CITY, CA 650-376-6550
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
20
Clients
51
Accounts
1,094
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $1.9B | $1.8B | $16.2M | 20 | 1,000 |
| Sep 2015 | $2B | $2B | $15.4M | 20 | 1,000 |
| May 2015 | $2B | $2B | $15.4M | 20 | 1,000 |
| Apr 2015 | $2B | $2B | $15.4M | 20 | 1,000 |
| Mar 2015 | $2B | $2B | $15.4M | 20 | 1,000 |
| Aug 2014 | $1.9B | $1.9B | $16.8M | 20 | 500 |
| Jul 2014 | $1.9B | $1.9B | $16.8M | 20 | 500 |
| Feb 2014 | $1.7B | $1.7B | $16.6M | 20 | 500 |
| Mar 2013 | $1.3B | $1.3B | $14.1M | 18 | 500 |
| Nov 2012 | $1.1B | $1B | $18.2M | 14 | 800 |
| Apr 2012 | $1.1B | $1B | $18.2M | 11 | 800 |
| Apr 2012 | $1.1B | $1B | $18.2M | 11 | 800 |
| Mar 2012 | $1.1B | $1B | $18.2M | 11 | 800 |
| Dec 2011 | $1B | $1B | $18.9M | 11 | 500 |
| Aug 2011 | $1B | $1B | $18.9M | -- | -- |
| Mar 2011 | $1B | $1B | $18.9M | -- | -- |
| Apr 2009 | $527.1M | $514M | $13M | -- | -- |
| Jan 2008 | $473.2M | $447.4M | $25.8M | -- | -- |
| Nov 2007 | $473.2M | $447.4M | $25.8M | -- | -- |
| Sep 2007 | $473.2M | $447.4M | $25.8M | -- | -- |
| Mar 2007 | $473.2M | $447.4M | $25.8M | -- | -- |
| May 2004 | $554.2M | $554.2M | $0 | -- | -- |
| Apr 2004 | $554.2M | $554.2M | $0 | -- | -- |
| Apr 2004 | $554.2M | $554.2M | $0 | -- | -- |
| Mar 2004 | $554.2M | $554.2M | $0 | -- | -- |
DateFeb 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$16.2M
Employees20
Clients1,000
DateSep 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$15.4M
Employees20
Clients1,000
DateMay 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$15.4M
Employees20
Clients1,000
DateApr 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$15.4M
Employees20
Clients1,000
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$15.4M
Employees20
Clients1,000
DateAug 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$16.8M
Employees20
Clients500
DateJul 2014
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$16.8M
Employees20
Clients500
DateFeb 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$16.6M
Employees20
Clients500
DateMar 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$14.1M
Employees18
Clients500
DateNov 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.2M
Employees14
Clients800
DateApr 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.2M
Employees11
Clients800
DateApr 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.2M
Employees11
Clients800
DateMar 2012
Total AUM$1.1B
Discretionary$1B
Non-Disc.$18.2M
Employees11
Clients800
DateDec 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$18.9M
Employees11
Clients500
DateAug 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$18.9M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$18.9M
Employees--
Clients--
DateApr 2009
Total AUM$527.1M
Discretionary$514M
Non-Disc.$13M
Employees--
Clients--
DateJan 2008
Total AUM$473.2M
Discretionary$447.4M
Non-Disc.$25.8M
Employees--
Clients--
DateNov 2007
Total AUM$473.2M
Discretionary$447.4M
Non-Disc.$25.8M
Employees--
Clients--
DateSep 2007
Total AUM$473.2M
Discretionary$447.4M
Non-Disc.$25.8M
Employees--
Clients--
DateMar 2007
Total AUM$473.2M
Discretionary$447.4M
Non-Disc.$25.8M
Employees--
Clients--
DateMay 2004
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees--
Clients--