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May 06, 2015 10:22 AM ET

Capital Markets

Company Overview of Nelson Capital Management, LLC

Company Overview

Nelson Capital Management, LLC primarily provides its services to individuals and families. It also caters to banking or thrift institutions, high net worth individuals, pension and profit sharing plans, employee benefit plans, endowments, foundations, corporations, religious groups, insurance trusts, associations, investment companies, and charitable organizations. The firm manages client-focused balanced portfolios. The firm also manages equity mutual funds for its clients. It invests in the public equity, fixed income, and alternative investments markets of the United States. The firm invests in GARP stocks of large-cap companies. It employs a combination of quantitative techniques and fu...

950 Tower Lane

Suite 1500

Foster City, CA 94404-2125

United States

Founded in 1974

Phone:

650-376-6550

Fax:

650-376-6560

Key Executives for Nelson Capital Management, LLC

Chief Executive Officer, President, Portfolio Manager, and Director
Chief Financial Officer and Treasurer
Principal, Vice President, Portfolio Manager, and Director
Chief Compliance Officer
Administrative Assistant
Compensation as of Fiscal Year 2014.

Nelson Capital Management, LLC Key Developments

Nelson Capital Management, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-30-2013 03:15 PM

Nelson Capital Management, LLC Presents at SRI Conference on Sustainable, Responsible, Impact Investing, Oct-30-2013 03:15 PM. Venue: The Broadmoor, Colorado Springs, Colorado, United States. Speakers: Lloyd Sherer Kurtz, Senior Portfolio Manager and Director.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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