NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT, LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 129776). Regulatory assets under management: $810.8M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

Officers, owners & control persons (10)

NameRoleLocation
Darcy Nelson SmootPRINCIPAL
Brooks Phillips NelsonPRESIDENT
Stephen Patrick PhilpottMEMBER AND CHIEF COMPLIANCE OFFICER
Evan Philip NelsonPRINCIPAL
NELSON BROOKS PHILLIPSPRESIDENT
ROBERTS BRIAN PATRICKMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER
PHILPOTT STEPHEN PATRICKMEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER
SMOOT DARCY NELSONPRINCIPAL
Nelson Evan PhilipPRINCIPAL
Chrissy DiandaPARTNER

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