RIA Intelligence

KELSON ASSET MANAGEMENT LLC

CRD #315511 SEC #801-122346 917-691-8007
SEC Registered Private Funds
Total AUM
$226.5M
Discretionary
$0
Employees
3
Clients
0
Accounts
21

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERNA Control
MERLO, KENNETHICHIEF COMPLIANCE OFFICERNA Control
MERLO, KENNETHICHIEF COMPLIANCE OFFICERNA Control
MERLO, KENNETHICHIEF COMPLIANCE OFFICERNA Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERNA Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERNA Control
KELSON GROUPDEDIRECT OWNERE Control
KELSON GROUPDEDIRECT OWNERE Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
LEDVA, DANIEL, JOSEPHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control
RATHJEN, BRIAN, ALBERTIMANAGING MEMBERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (4)

CT DE FL NY

Address


Phone: 917-691-8007