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Kelson Asset Management LLC

● SEC registered since 2021CRD 315511SEC# 801-122346
Export (members)
Ranks #5,080 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$205.6M
Fund GAV
$193.6M
Private funds
23
Employees
4
Accounts
25
Location

Kelson Asset Management LLC assets under management

Kelson Asset Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $205.6 million in regulatory assets under management and employs 4 people. Kelson Asset Management LLC manages 23 private funds with combined gross assets of $193.6 million, including Kam10t III SPV LLC. By regulatory assets, it ranks 5,080 of 6,004 private fund managers.

Kelson Asset Management LLC private funds

23 funds · $193.6M GAV
FundTypeGross assetsMin.
Kam10t III SPV LLCPrivate Equity$37.5M$25K
Kc10t Dae Partners SPV, LLCPrivate Equity$33.8M$25K
Kam 50t SPV LLCPrivate Equity$14.2M$25K
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Kelson Asset Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian Albert Rathjen ControlManaging MemberUnder 5%2021
Daniel Joseph Ledva ControlManaging Member/Chief Compliance OfficerUnder 5%2022
Kelson Group ControlDirect OwnerOver 75%2021
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Frequently asked questions

How much does Kelson Asset Management LLC manage?

Kelson Asset Management LLC reports $205.6 million in regulatory assets under management on its Form ADV.

How many private funds does Kelson Asset Management LLC manage?

Kelson Asset Management LLC manages 23 private funds with combined gross assets of $193.6 million.

How many employees does Kelson Asset Management LLC have?

Kelson Asset Management LLC reports 4 employees.

Does Kelson Asset Management LLC disclose fund performance?

Kelson Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-691-8007
Fax917-591-1593
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$205.6M▼ 9%
Mar '25 — $226.5MApr '25 — $226.5MMay '25 — $226.5MJun '25 — $226.5MJul '25 — $226.5MAug '25 — $226.5MSep '25 — $226.5MOct '25 — $226.5MNov '25 — $226.5MDec '25 — $226.5MJan '26 — $226.5MFeb '26 — $226.5MMar '26 — $205.6MApr '26 — $205.6MMay '26 — $205.6MJun '26 — $205.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$205.6Mregulatory AUM
Discretionary $205.6M

Service providers

Custodian
Administrator