RIA Intelligence

KELSO ADVISORS, LLC

CRD #324956 SEC #801-127383 RAMSEY, NJ 201 661-5010
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 6, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SCHWARTZ, STEVEN, CHRISTOPHERICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
SCHWARTZ, STEVEN, CHRISTOPHERICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
KOVATCH, THOMAS, AICHIEF EXECUTIVE OFFICERE Control
KOVATCH, THOMAS, AICHIEF EXECUTIVE OFFICERE Control

Registrations

Federal

IA
Mar 6, 2023 REGISTERED

Notice Filings (2)

FL NJ

Address

500 N FRANKLIN TPKE, SUITE 220
RAMSEY, NJ 07446
United States
Phone: 201 661-5010