NELSON CAPITAL MANAGEMENT, LLC
CRD #129776 SEC #801-62601 MENLO PARK, CA (650) 322-4000
SEC Registered
Total AUM
$711.7M
Discretionary
$711.7M
Employees
10
Clients
10
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $711.7M | $711.7M | $0 | 10 | 2 |
| Sep 2024 | $637.6M | $637.6M | $0 | 10 | 2 |
| Mar 2024 | $637.6M | $637.6M | $0 | 10 | 2 |
| Mar 2023 | $511.4M | $511.4M | $0 | 10 | 1 |
| Jun 2022 | $626.1M | $597.8M | $28.3M | 9 | 3 |
| Mar 2022 | $626.1M | $597.8M | $28.3M | 9 | 3 |
| Nov 2021 | $574.6M | $574.6M | $0 | 8 | 2 |
| Apr 2021 | $574.6M | $574.6M | $0 | 8 | 2 |
| Feb 2021 | $574.6M | $574.6M | $0 | 8 | 2 |
| Jan 2021 | $675.3M | $675.3M | $0 | 8 | 5 |
| Nov 2020 | $675.3M | $675.3M | $0 | 8 | 5 |
| May 2020 | $675.3M | $675.3M | $0 | 8 | 5 |
| Mar 2020 | $675.3M | $675.3M | $0 | 8 | 5 |
| Mar 2020 | $675.3M | $675.3M | $0 | 8 | 5 |
| Mar 2019 | $516M | $516M | $0 | 9 | 1 |
| Mar 2018 | $520M | $507.3M | $12.7M | 9 | 1 |
| Oct 2017 | $471.9M | $466.6M | $5.3M | 9 | 1 |
| Apr 2017 | $440.3M | $432.7M | $7.6M | 9 | 150 |
| Apr 2017 | $440.3M | $432.7M | $7.6M | 9 | 150 |
| Feb 2017 | $440.3M | $432.7M | $7.6M | 9 | 150 |
| Jan 2017 | $440.3M | $432.7M | $7.6M | 9 | 150 |
| Mar 2016 | $409.9M | $401M | $9M | 9 | 130 |
| Mar 2016 | $409.9M | $401M | $9M | 9 | 130 |
| Jul 2015 | $410.6M | $401.3M | $9.4M | 8 | 120 |
| Mar 2015 | $410.6M | $401.3M | $9.4M | 8 | 120 |
| Feb 2014 | $356.8M | $347M | $9.8M | 6 | 115 |
| Feb 2013 | $298.7M | $289.3M | $9.4M | 7 | 105 |
| Mar 2012 | $264.8M | $257.8M | $7M | 1 | 102 |
| Mar 2009 | $194.5M | $189.4M | $5.1M | 5 | -- |
| Mar 2008 | $230.1M | $222.1M | $8M | 5 | -- |
| Mar 2007 | $208.6M | $199.9M | $8.6M | 5 | -- |
| Mar 2006 | $189M | $183.8M | $5.3M | 5 | -- |
| Jun 2004 | $157M | $157M | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
| Mar 2004 | $0 | $0 | $0 | 5 | -- |
| Dec 2003 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$711.7M
Discretionary$711.7M
Non-Disc.$0
Employees10
Clients2
DateSep 2024
Total AUM$637.6M
Discretionary$637.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2024
Total AUM$637.6M
Discretionary$637.6M
Non-Disc.$0
Employees10
Clients2
DateMar 2023
Total AUM$511.4M
Discretionary$511.4M
Non-Disc.$0
Employees10
Clients1
DateJun 2022
Total AUM$626.1M
Discretionary$597.8M
Non-Disc.$28.3M
Employees9
Clients3
DateMar 2022
Total AUM$626.1M
Discretionary$597.8M
Non-Disc.$28.3M
Employees9
Clients3
DateNov 2021
Total AUM$574.6M
Discretionary$574.6M
Non-Disc.$0
Employees8
Clients2
DateApr 2021
Total AUM$574.6M
Discretionary$574.6M
Non-Disc.$0
Employees8
Clients2
DateFeb 2021
Total AUM$574.6M
Discretionary$574.6M
Non-Disc.$0
Employees8
Clients2
DateJan 2021
Total AUM$675.3M
Discretionary$675.3M
Non-Disc.$0
Employees8
Clients5
DateNov 2020
Total AUM$675.3M
Discretionary$675.3M
Non-Disc.$0
Employees8
Clients5
DateMay 2020
Total AUM$675.3M
Discretionary$675.3M
Non-Disc.$0
Employees8
Clients5
DateMar 2020
Total AUM$675.3M
Discretionary$675.3M
Non-Disc.$0
Employees8
Clients5
DateMar 2020
Total AUM$675.3M
Discretionary$675.3M
Non-Disc.$0
Employees8
Clients5
DateMar 2019
Total AUM$516M
Discretionary$516M
Non-Disc.$0
Employees9
Clients1
DateMar 2018
Total AUM$520M
Discretionary$507.3M
Non-Disc.$12.7M
Employees9
Clients1
DateOct 2017
Total AUM$471.9M
Discretionary$466.6M
Non-Disc.$5.3M
Employees9
Clients1
DateApr 2017
Total AUM$440.3M
Discretionary$432.7M
Non-Disc.$7.6M
Employees9
Clients150
DateApr 2017
Total AUM$440.3M
Discretionary$432.7M
Non-Disc.$7.6M
Employees9
Clients150
DateFeb 2017
Total AUM$440.3M
Discretionary$432.7M
Non-Disc.$7.6M
Employees9
Clients150
DateJan 2017
Total AUM$440.3M
Discretionary$432.7M
Non-Disc.$7.6M
Employees9
Clients150
DateMar 2016
Total AUM$409.9M
Discretionary$401M
Non-Disc.$9M
Employees9
Clients130
DateMar 2016
Total AUM$409.9M
Discretionary$401M
Non-Disc.$9M
Employees9
Clients130
DateJul 2015
Total AUM$410.6M
Discretionary$401.3M
Non-Disc.$9.4M
Employees8
Clients120
DateMar 2015
Total AUM$410.6M
Discretionary$401.3M
Non-Disc.$9.4M
Employees8
Clients120
DateFeb 2014
Total AUM$356.8M
Discretionary$347M
Non-Disc.$9.8M
Employees6
Clients115
DateFeb 2013
Total AUM$298.7M
Discretionary$289.3M
Non-Disc.$9.4M
Employees7
Clients105
DateMar 2012
Total AUM$264.8M
Discretionary$257.8M
Non-Disc.$7M
Employees1
Clients102
DateMar 2009
Total AUM$194.5M
Discretionary$189.4M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2008
Total AUM$230.1M
Discretionary$222.1M
Non-Disc.$8M
Employees5
Clients--
DateMar 2007
Total AUM$208.6M
Discretionary$199.9M
Non-Disc.$8.6M
Employees5
Clients--
DateMar 2006
Total AUM$189M
Discretionary$183.8M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2004
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--