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Nelson Capital Management, LLC

● SEC registered since 2004CRD 129776SEC# 801-62601Menlo Park, CA
Export (members)
Reg. AUM
$711.7M
Employees
10
Accounts
672
Location
Menlo Park, CA

Nelson Capital Management, LLC assets under management

Nelson Capital Management, LLC is an SEC-registered investment adviser based in Menlo Park, CA. The firm has been registered since 2004. It reports $711.7 million in regulatory assets under management and employs 10 people.
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Nelson Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brooks Phillips Nelson ControlPresident50-75%2003
Darcy Nelson Smoot ControlPrincipal5-10%2021
Evan Philip Nelson ControlPrincipal5-10%2021
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Frequently asked questions

How much does Nelson Capital Management, LLC manage?

Nelson Capital Management, LLC reports $711.7 million in regulatory assets under management on its Form ADV.

How many employees does Nelson Capital Management, LLC have?

Nelson Capital Management, LLC reports 10 employees.

Where is Nelson Capital Management, LLC located?

Nelson Capital Management, LLC is based in Menlo Park, CA and has been SEC-registered since 2004.

Does Nelson Capital Management, LLC disclose fund performance?

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

Contact & registration

Address545 Middlefield Road, Suite 200, Menlo Park, CA 94025
Phone(650) 322-4000
Fax650 322-4002
Office hours7:30a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1512611
Discloses disciplinary historyNo

Assets under management

Discretionary$711.7M
Non-discretionary$0
Total (RAUM)$711.7M