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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | E | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| NELSON, BROOKS, PHILLIPS | I | PRESIDENT | D | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| ROBERTS, BRIAN, PATRICK | I | MEMBER | C | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| Nelson, Evan, Philip | I | PRINCIPAL | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| PHILPOTT, STEPHEN, PATRICK | I | MEMBER AND CHIEF COMPLIANCE OFFICER | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
| SMOOT, DARCY, NELSON | I | PRINCIPAL | A | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (7)
CA CO NE NH NY TX WA
Address
545 MIDDLEFIELD ROADSUITE 200
MENLO PARK, CA 94025
United States
Phone: (650) 322-4000