A complete list of active advisors currently associated with Kehlet Capital Management, LLC

Warmer can help you find a great advisor at Kehlet Capital Management, LLC or one who fits your needs even better.

Kehlet Capital Management provides ongoing, discretionary portfolio management to individuals, high-net-worth clients, and institutions, preparing an Investment Policy Statement for each account and managing assets through percentage-of-AUM billing. Services focus on portfolio construction, asset selection, and regular portfolio monitoring tailored to each client’s goals, time horizon, and documented risk tolerance. The firm’s investment approach emphasizes fundamental analysis and long-term trading in a concentrated portfolio of domestic micro-cap equities (market caps described in the brochure as roughly $50 million to $1 billion). KCM documents risk tolerances in client IPSs, seeks fair allocation of investment opportunities across accounts, and flags material risks of micro-cap investing such as volatility, liquidity constraints, and limited public information. Notably, the firm presents performance results in its disclosure materials while also including the brochure’s standard caution that “past performance is not indicative of future results,” a practice that is less common among peers. KCM also requires clients to use a specific custodian (Interactive Brokers) and manages portfolios concentrated in micro-cap equities, which together distinguish its operational and investment profile from many independent advisers.

To learn more about the advisors currently working at Kehlet Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.